Preparing for Retirement

I’M ABOUT TO RETIRE, WHAT DO I NEED TO DO?

Preparing for Retirement

Who

Priorities

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

Learn More

Latest News

Retirement Planning for Employees

Why You Should Consider Critical Illness Insurance

There are no perfect answers in the area of your personal finances, but if you are looking for an option that has the potential to offer you a real sense of peace of mind to secure the financial future of you and your family, critical illness insurance is certainly an interesting avenue to explore.

Estate Planning for Retirees and Mature Families

What happens when the children grow up and they are no longer dependent on their parents? Estate planning for mature families and retirees can bring up a number of issues including family dynamics and harmony.