RETIREES
I’M RETIRED. WHAT DO I NEED TO DO?
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
- Living off savings
- Reducing income tax
- Taking care of the “What-ifs?”
- Long-term care
- Premature death
- Make a will
- Consider powers of attorney
- Making sure health insurance is adequate
- Estate planning