Preparing For Retirement
I’M ABOUT TO RETIRE. WHAT DO I NEED TO DO?
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
- 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