Retirees
Retirees
Who's this for?
- Age 65 and over
- Increased Net Worth
- No longer working or working part time
Priorities
- Mortgage is paid off
- Little to no debt
- Review pension arrangements
- Staying on budget (Download our app!)
- Living off savings
- Reducing income tax
- Planning for the unexpected
- Long Term Care
- Premature Death
- Make a will
- Consider powers of attorneys
- Making sure health insurance is adequate
- Planning for an easy tax efficient transfer of wealth
- Charitable Giving