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My Story

I am 

and have

children

who are

I feel 

financially prepared for parenthood and am

about paying for my children's education expenses.

When my children are adults, I

helping them out financially,

such as paying for some expenses, contributing to rent or mortgage, or helping fund my grandchildren's education.

I am currently

and

I am 

and expect to retire at age

. I feel

prepared for retirement.

At this point in my life, my financial priorities and focus include

I

caregiving help and support for an older family member

and anticipate

When considering my legacy and life priorities, it is very important to me to 

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