• Sofia L

Stages of Banking Needs

Updated: Oct 9



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Repayments of Loans > Easier Life Cycle


Young, Single

Low-cost checking

Vehicle loan or lease

Debit card

Credit card

Mobile banking


Full Nest: Young Children

Mortgage

Credit card

Revolving credit line

Bill consolidation loan

Savings account Online banking


Full Nest: older couples with dependent children

Home improvement loans

Equity credit lines

Certificates of deposit

Money market accounts

Retirement account

Investment services


Empty Nest: older couples retired, no children at home

Rollover IRA

Investment services

Estate planning

Direct deposit

Trust services

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