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Life Stage
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Financial resources for every step of your financial journey.

Helpful resources to answer important questions and guide you through an important financial decision process.

There are many things to consider when making any important financial decision. That’s why we’ve put together some helpful resources to answer important questions and guide you through the process.

You choose when, we’ll show you how.

This series covers a variety of topics, from starting a new job to making plans for retirement. As your financial partner, part of our mission is to help you make informed decisions and improve your financial health. So no matter what stage of life you are in, we have everything you need to formulate a solid financial plan to help you reach your goals.
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Education is the key to success. And while the cost of education continues to increase, there are still plenty of options for saving. Identifying that set amount to put aside each month will help you plan. We’ve assembled some helpful resources to help you navigate this financial transition and make higher education part of your budget.
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Getting Started

Personal finance can be complicated, but with the right tools, you can learn to take control of your money and begin taking steps to building a better financial future. Knowing the fundamentals of concepts such as saving, budgets and debt management will help you make informed decisions on your financial journey.
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Nearing retirement

If you're within five years of retiring — or just want to get a head start on your retirement plans — there's a lot to know about making the most of your remaining years in the workforce. From buttoning up your retirement plan to making smart choices for healthcare, we're rounded up some helpful resources.
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New home

Making the decision to buy a home can be very exciting. It’s also a major commitment. Homeownership is a big investment and can take time, but comes with several financial benefits. There are a number of things to consider before house hunting, so we’ve put together some helpful resources to guide you through the process.
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Job transition

Whether you’re between jobs, experiencing an unexpected job loss, or are starting in a new position soon, there is much to consider. You might even be currently employed but sense changes coming soon. First Tech can help you make a plan and improve your financial outlook for years to come.
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Financial planning

As you progress through your working years, you'll run into competing financial priorities along the way. Pay down debt or build up savings? A financial plan can help guide you through these decisions so you can proceed with confidence and peace of mind.