Preparing for Retirement
Preparing For Retirement
Who's this for?
- Age 55 to 64
- Preparing for retirement
- May have adult children
- Increased Net Worth
Priorities
- Almost done paying mortgage
- Little to no debt
- Retirement savings is top priority (Download our app to see if you’re on track)
- Staying on budget (Download our app!)
- Reducing income tax
- Planning for the unexpected
- Critical Illness
- Premature Death
- Make a will
- Consider powers of attorneys
- Making sure health insurance is adequate