Investing in Ourselves at Various Life Stages

Whether we like it or not, life and money will always be inextricably linked no matter what stage of life we are in. As our life progresses, so too does our financial focus. Whereas we would likely be focused on repaying student loans or landing that first job in our 20s, we proceed to our 30s and 40s with a different set of needs and goals. Perhaps it’s buying our first home, settling down, raising children, having a career, or all of the above. From there, our financial focus will move toward savings—that is, retirement savings, as our working years evolve and we look forward to retirement. Knowing and understanding what financial milestones will come and when to expect them will help ensure that we don’t get caught off-guard!

We invite you to join us on March 18 over wine and cheese for an evening discussion about the unique financial issues we commonly face at each life stage. The event, part of The Women’s Roundtable series, “Taking Charge of Your Financial Future”, will be held 6 – 7:30 pm in our Bell Investment Advisors’ downtown Oakland office. Please make reservations at 800.700.0089, ext. 100 or email Jaye Roundtree. We look forward to having you with us!

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