The kids are out of the house, what do I need to do?

  • Mature families

Mature families

Who

  • Age 45 to 54
  • Established in career
  • May have older children
  • May be in peak earning years

Priorities

  • Paying off mortgage
  • Reducing debts
  • Saving for retirement
  • Staying on budget
  • Reducing income tax
  • Taking care of the “what-ifs?”
    • Disability
    • Critical illness
    • Premature death
  • Making a will
  • Consider establishing Powers of Attorney and Executor(s)

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