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Preparing For Retirement
I’M ABOUT TO RETIRE. WHAT DO I NEED TO DO?
Preparing For Retirement
Who
Priorities
Who
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
Staying on budget
Reducing income tax
Taking care of the “What-ifs?”
Critical illness
Premature death
Make a will
Consider powers of attorneys
Making sure health insurance is adequate
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