Goals Matter
You’re in your 80s/90s and you are enjoying retirement in all its glory. You’re thinking about your legacy and the next generations. You may be starting to think about the distribution of your estate and long-term care needs, or caring for your spouse.
Does this sound like you? Scroll down for your unique financial guide path.
The Areas of your Life Stage
| Retirement Community Planning |
| Life Insurance Review |
| Investment Planning (Bond and Equity Mix, Conservative Approach) |
| Family Meeting (Discuss Long-Term Care and Estate Plan) |
| Power of Attorney (Added to Accounts, Attending Meetings) |
| Gifting (Estate Minimization) |
| Estate Planning Review (Funeral Plan, Dynasty Trusts, Updates and Review for Personal or Tax Law Changes) |
| Legacy Plan (Charitable Intentions, Mission Statement, Values Statement) |
Does this sound like you?
Start planning today to make sure your financial future is on the right path.