Once the hard work of raising your family and building your financial foundation is done, it’s time to enjoy the fruits of your labour!
You’re earning more money and with a solid foundation in place and fewer pressures you get to do more of the things you want to do! This can be a great phase to accelerate your investment contributions but also start preparing your financial platform for retirement and estate planning.
During your golden years, your focus might shift to ensuring your estate is ready for efficient transition to your children and other beneficiaries. The most tax-efficient transitions happen when both the giving and receiving financial platforms are fully prepared.