Are You Moving Up?

Gone are the days of YOLO and “just for the heck of it”. In the Moving Up life stage, you start to shed your old habits and pave the way for life-changing events, like getting married, welcoming your newborn child, and nurturing a home. Having dependents highlight the need to find other ways to save, protect, and invest your money. After all, you’re no longer after your own pleasures, but are more focused on building the future of those who are counting on you.

Goals and characteristics

• Puts family above all
• Is preparing to fund a child’s education, house purchase, or a family vacation
• Must provide for the present while covering for the future
• Needs to get life insurance and an investment portfolio

What to do when moving up?