I’m about to retire. What do I need to do?
Most of us understand the benefits of sensible retirement planning, but when it comes to actually creating your personal retirement strategy and putting it into effect, it doesn’t feel quite as straightforward. The reality is that many of us are unsure how to plan for retirement because there are many, many variables to consider.
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 saving is top priority
- Staying on budget
- Reducing income tax
- Taking care of the “what-ifs?”
- Making a will
- Establishing Powers of Attorney and Executor(s)
- Ensuring health insurance is adequate
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