Preparing For Retirement

I’m about to retire, what do I need to do?

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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