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Age 17-24
**Avoid Materialistic Desires!***
Checking: Personal money flow (17)
Savings: Holding on to money for long term (17)
CD: Saving money to use post HE: (18)
Vehicle: Down Payment: Savings (18)
Bond: Generate Money (21)
DISCARDED: CD: (24) -
Age 25-29
**Adjusting to Independent Lifestyle!***
DISCARDED: Bond (28) -
Age 30-39
Mortgage: Down payment: Savings and Investing (30)
Speculative Investments: Short term money generation: (32)
Mutual Fund: Consistent money flow: (34)
Higher Education: Paid off: Savings (35)
Real Estate: Hold Land: Generate money (36)
Money Market: open: Use to accumulate interest (39) -
Age 40-49
DISCARDED: Speculative Investments (40)
DISCARDED: Money Market (45)
Stocks: Risked Money Flow: (45) -
Age 50-65
**Paying Everything Off!***
DISCARDED: Mutual Fund (50)
Vacation: 5k Saved: Savings (55)
DISCARDED: Stock (63) -
Age 66-Death
****Sources of Income******
Retirement: 10% Each quarter of a year annually from 17: Savings (75)
DISCARDED: Real Estate