I’m about to retire, what do I need to do?

Preparing for retirement


  • Age 55 to 64
  • Preparing for retirement
  • May have adult children
  • Increased net worth


  • 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?”
    • Critical illness
    • Premature death
  • Making a will
  • Establishing Powers of Attorney and Executor(s)
  • Ensuring health insurance is adequate