Goals Matter
You’re in your 60s/70s and getting ready to retire or are already retired. You may be looking forward to spending time with grandkids or spending time on traveling/volunteering/hobbies. Increased health issues cause higher medical expenses during this stage. You may own a business that you want to transfer to the next generation or sell. You may also be thinking about downsizing to reduce your expenses.
Does this sound like you? Scroll down for your unique financial guide path.
The Areas of your Life Stage
| Cash Management Strategy (Retirement Budgeting) |
| Income Planning (Social Security, Pensions, Investment Distributions) |
| Expense Planning (Major Medical) |
| Debt Planning (Managing Debt in Retirement) |
| Family Protection (Estate Planning) |
| Long-Term Care Planning (Self Funding or Insurance) |
| Education Planning (Grandkids) |
| Workplace Benefits Planning (Choosing Which Benefits to Take With You) |
| Investment Planning (Equity and Bond Allocation, Retirement Income Portfolio) |
| Tax Planning (Deductions, Roth Conversions, Required Minimum Distributions) |
| Retirement Plan Distributions (401(k)s, Pensions, IRAs) |
Estate Planning (Trusts, Probate Avoidance, Gifting, Updates and Complex Estate Strategies) |
| Business Planning (Transferring and Selling) |
| Travel Planning (Cruises and International) |
Does this sound like you?
Start planning today to make sure your financial future is on the right path.
