Mid-life accumulators are characterized by having a stable career and being a homeowner, with main objectives of creating a balanced portfolio of preservation and growth while considering retirement, estate planning, and wealth transfer.

Authors

• Person: Not available Organization: RBC Wealth Management
  Six financial literacy principles - RBC Wealth Management

Sources

• Six financial literacy principles - RBC Wealth Management www.rbcwealthmanagement.com RBC Wealth Management via serper

Referenced by nodes (3)

• estate planning concept
• retirement concept
• portfolio concept