Stages of Banking Needs

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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