MATURE FAMILIES

THE KIDS ARE OUT OF THE HOUSE. WHAT DO I NEED TO DO?

Mature Families

Who's this for?
  • Age 45 to 54
  • Established in career
  • May have older children
  • May be in peak earning years
Benefits
  • Paying off mortgage
  • Reduce all debts
  • Saving for retirement
  • Staying on budget
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Disability
    • Critical illness
    • Premature death
  • Make a will
  • Consider powers of attorney