Preparing for Retirement

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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