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Life Stage Gift Planner™

Under Age 60

Photo of a man and woman smiling. Link to Life Stage Gift Planner Under Age 60 Gifts.

At this stage in life, some of the financial issues you may find yourself dealing with are:

  • Accumulating and preserving wealth
  • Managing debt
  • Prudent asset management
  • Discretionary savings programs
  • Long-range planning for retirement and emergencies
  • Diversifying investments and establishing a growth strategy
  • Creating a simple will and estate plan providing for heirs and bequests to charity
  • Increasing income; increasing debt

For the charitably inclined, certain types of gifts can provide solutions to tax issues: Read more about charitable solutions.

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