Experience
a Time of Renewal
About Wealth in your 40s & 50s
There are many common shifts during this time.
As retirement becomes more of an immediate concern, people think more about planning for it.
Retirement is not the only wealth consideration in your 40s and 50s. Many people feel trapped by their complicated financial histories.
Have the right goals to get the life you want. No matter your previous money story, now is the time to make positive, impactful changes.
Life
Transitions
Your 40s and 50s are filled with transitions that can shake up the way you have been living for decades.
- Transitions are opportunities to improve your money relationship.
- Enjoy these transitions as they open up new paths in your life.
Stories impact financial emotions and behaviors
By this age, people are more invested in their financial histories. Use this time as an opportunity to shift behaviors.
- Continue to build wealth.
- Prepare for the retirement of your dreams, even if you are getting a late start.
LiveYour Dream
Use the changes during this time to say “out with the old, in with the new!” Schedule a consultation with Jen today to change the way you view wealth in your 40s & 50s.
What Our Clients Say
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