How to financially prepare for every stage of life

Financial Post
October 1, 2025.

How can you prepare for the significant milestones in your life? From earning your first paycheque to achieving financial independence, Lynn MacNeil, Senior Wealth Advisor at Richardson Wealth, shares essential steps to help you reach your financial goals:

– Establishing good financial habits early

– Ensuring financial compatibility with your partner

– Navigating the sandwich years

– Building towards financial independence

Lynn also highlights the value of working with an advisor, who can offer guidance and discipline to help you stay on track.

Related articles

2025

The pros and cons of using life insurance to fund education costs

September 22, 2025 - Andrew Feindel shares how he has used life insurance for some clients to help save for their children’s education.

1 minute read

2025

In a world of creators, here’s how advisors can help clients protect their intellectual property

September 9, 2025 - Rebecca Broadley highlights how clients, especially content creators, hold valuable intellectual property and why it’s so important to protect it.

1 minute read

2025

How the sandwich generation can ensure a secure future across generations

September 3, 2025 - Susan Daley shares how open conversations and early planning can help the “sandwich generation” navigate this challenging life stage.

1 minute read