Leaving a legacy

The Leaving a Legacy life stage is about ensuring your lasting, golden years

Gone are the days when retirement meant sitting in a rickety rocking chair while watching the passing of the tides. Today, it’s all about living life to the fullest and having passion at the heart of your journey. You embrace the sunset of your life by building new dreams, devoting more time for loved ones, and striving to make a difference.

Goals & characteristics

  • Enjoying their golden years
  • Reinventing self with new hobbies and interests
  • Strives for security of finances
  • Starts estate planning for smooth transfer of wealth
  • Spends more time with loved ones

What to do when leaving a legacy?

Create a spending plan icon Create a spending plan icon

1. CREATE

a conscious spending plan.

Preserve your retirement fund icon Preserve your retirement fund icon

3. PRESERVE

your retirement fund.

Build a fund for your loved ones icon Build a fund for your loved ones icon

5. BUILD

a fund for your loved ones.

Build an emergency fund icon Build an emergency fund icon

2. BUILD

an emergency fund.

Plan your estate icon Plan your estate icon

4. PLAN

your estate.

Save and invest icon Save and invest icon

6. SAVE & INVEST

for life milestones.

Learn more about the other life stages

GET MORE BRIGHT IDEAS

INSURANCE

How to secure and protect your loved ones

INVESTMENT

How to grow and maximize your money