Preparing for Retirement
I’M ABOUT TO RETIRE, WHAT DO I NEED TO DO?
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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