The 30-Something's Guide to Navigating Money

The 30-Something's Guide to Navigating Money

There's something momentous about turning the big 3-0.

Maybe it's the fact that you finally feel like a grown up, ready to conquer the world. Or perhaps the opposite is true and you're unsure about what lies ahead because you don't yet have the answers to the big life decisions that weigh heavily on your mind.

If you're feeling more like the latter, don't worry—you're not alone.


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Based on a survey of LearnVest clients1, we found that, contrary to what you might think, confidence tends to decrease once you exit your 20s—and only picks up again in your mid-50s (see the below chart).

This means that people who are entering their mid-30s generally feel less financially confident than their 20-something counterparts.

In fact, 63% of people surveyed in their 30s making between $70,000 and $100,000 a year said that they didn’t feel good about their personal finances.

Since we know how important this decade can be when it comes to making progress on your key financial goals, we've put together the LearnVest Guide to Money in Your 30s. Whether you're 29 going on frantic or 35 going on fabulous, consider using it as a resource to help you get closer to your goals—and work on making killer money progress this decade.

graph1Data is from 9/1/2013–7/15/2014 and aggregate of 78,717 users.

LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc., that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment, legal or tax planning advice. Please consult a financial adviser, attorney or tax specialist for advice specific to your financial situation. LearnVest Planning Services and any third parties listed, linked to or otherwise appearing in this message are separate and unaffiliated and are not responsible for each other’s products, services or policies.


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