I’m retired, what do I need to do?

Retirees

Who

  • Age 65 and over
  • Increased net worth
  • No longer working or working part time

Priorities

  • Mortgage is paid off
  • Little to no debt
  • Reviewing pension arrangements
  • Staying on budget (Download our app!)
  • Living off savings
  • Reducing income tax
  • Taking care of the “what-ifs?”
    • Long-term care
    • Premature death
  • Making a will
  • Establishing Powers of Attorney and Executor(s)
  • Making sure health insurance is adequate
  • Estate planning
  • Specific strategies to minimize taxes and maximize retirement assets