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Leaving a Legacy

leaving a legacy

Your golden years can be the most exciting time of your life! Retirement is no longer about idly sitting at home and watching life go by. Now it is about pursuing new adventures, living to the fullest and igniting your life’s passions.

As you welcome your senior years through new dreams and experiences, you also think about the future of your loved ones and the generations that follow after you.


Goals & characteristics

  • Retired from the corporate world and enjoying their golden years
  • Interested in new hobbies and activities
  • Thinks about security of finances and inheritance matters
  • Concerned about estate planning for smooth transfer of wealth to the next generation
  • Spends more time with loved ones

What to do when leaving a legacy:

Spending Plan

1. CREATE a conscious spending plan

emergency fund

2. BUILD an emergency fund

3. PRESERVE your retirement fund

ESTATE TRANSFER

4. PLAN your estate

5. BUILD a fund for your loved-ones

save for life milestones

6. SAVE & INVEST for life milestones