The kids are out of the house, what do I need to do?
Mature Families
Who
- Age 45 to 54
- Established in career
- May have older children
- May be in peak earning years
Priorities
- Paying off mortgage
- Reduce all debts
- Saving for retirement (Have you saved enough? Check our retirement analysis.)
- Staying on budget (Check your budget app.)
- Reducing income tax
- Taking care of the “What-ifs?”
- Disability
- Critical Illness
- Premature Death (Check if you have enough life insurance.)
- Make a will
- Consider powers of attorneys
