Young professionals beginning to accumulate wealth have grown up alongside some stunning advances in personal technology. Many such emerging investors were among the first generation for which computers in the classroom became a fixture, and they remember dialup internet.

We work with people of all ages and in all stages of life. Most of the time there are multiple goals and part of our job is to help clients prioritize how they want to tackle them. Let’s take a moment to look at some typical goals by age to get you thinking about your own situation.

Been there, done that. You’ve visited the tropics, the mountains, the lake. You’ve sailed on a cruise and made the pilgrimage to Disney, perhaps each twice or more. Most were fun, restful—maybe even restorative or memorable.

If you’re buying a home in California, learn about how the post-wildfire personal lines insurance market – which includes homeowners policies – has “hardened.”

First, if you’re a California homeowner with a replacement value greater than $2million situated in a brush zone, getting home insurance coverage will be more complicated. In some cases the only option available is to place limited coverage through the California Fair plan or a non-admitted insurer such as Lloyds of London.

Don’t wait for the death of someone close to you to decide estate planning is important. One of my best friends, Charlie died unexpectedly earlier this year.