Accumulating wealth for the future | | |
Charitable giving | | |
Children/Grandchildren’s education | | |
Controlling expenses or debt | | |
Emergency cash flow/budgeting | | |
Long-term care or elderly care | | |
Major purchases | | |
Preserving wealth for heirs | | |
Protection from death or disability | | |
Reducing income taxes | | |
Retirement/Financial independence | | |