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?”
â—‹ Critical Illness
â—‹ Premature Death
- Make a will
- Consider powers of attorneys
- Making sure health insurance is adequate
