Personal Situation
Depending on where you are in a Life Cycle, you will have a different amount of discretionary income available for investment, differing current or future financial expenditures, as well as different financial goals. We describe some of these differences and to translate them into your investment plan.
| Personal Situations |
How they affect investment plan |
| Discretionary Income |
Amount available to save |
| Financial Expenditures |
When access to cash is needed |
| Financial Goals |
What you plan to do with the funds |
