Where Are You Now?

Investment strategies/plans evolve and change throughout your lifetime. These investment dynamics relate to, and are based upon, what life stage you are at (professional and/or personal). So keep this in mind before making investment decisions.

I am:

• Just starting out in my career:

(30 to 40 years of age)

• In my peak earning years:

(40 to 55 years of age)

• Pre-retirement timeframe:

(55 to 65 years of age)

• Retirement:

(65 plus years of age)

• Other:

Pension trustee, Conservator