Retirees
I’m retired, what do I need to do?
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Who
- Age 65 and over
- Increased Net Worth
- No longer working or working part time
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Priorities
- Mortgage is paid off
- Little to no debt
- Review pension arrangements
- Staying on budget (Download our app!)
- Living off savings
- Reducing income tax
- Taking care of the “What-ifs?”
â—‹ Long Term Care
â—‹ Premature Death
- Make a will
- Consider powers of attorneys
- Making sure health insurance is adequate
- Estate Planning
