Wealth Accumulation

Building your foundation

The wealth accumulation stage—typically from ages 18 to 55—is one of the most important phases in your financial life. It’s when you’re laying the groundwork for the future: advancing in your career, saving money, buying a home, starting a family, or preparing for major life goals.

The decisions you make early-on create the foundation for everything that follows, so it’s critical to get this stage right.

Your guide to smarter wealth building

Here, you’ll find clear and actionable advice to help you make progress on a range of financial topics and build lasting wealth.

7 Steps to Building Wealth

Start building wealth with seven clear, actionable steps designed to help you take control of your finances and secure your future.

Why Starting Early Matters

The sooner you start investing, the more you can harness the power of compounding. This article outlines how to lay the right foundation and why time is your greatest financial asset.

Why Your Risk Profile Matters

Understanding your risk profile is key to building an investment strategy you can stick with. Learn how aligning your portfolio with your comfort level can lead to better long-term outcomes and fewer emotional missteps.