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

  • Preparing for Retirement

Preparing for Retirement

  • Age 55 to 64
  • Preparing for retirement
  • May have adult children
  • Increased Net Worth
  • Almost done paying mortgage
  • Little to no debt
  • Retirement savings is top priority (Confirm you have enough saved for retirement.)
  • Staying on budget (Check our budget calculator.)
  • 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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