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Preparing for Retirement

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Preparing for Retirement

Who’s this for?

    • Age 55 to 64
    • Preparing for retirement
    • May have adult children
    • Increased Net Worth

 

Benefits

    • Almost done paying mortgage
    • Little to no debt
    • Retirement savings is top priority
    • Staying on budget
    • Reducing income tax
    • Taking care of the “What-ifs?”
    • Critical Illness
    • Premature Death
    • Make a will
    • Consider powers of attorneys
    • Making sure health insurance is adequate

 

Contact

Life Stages

Starting Your Career

Growing Families

Mature Families

Preparing for Retirement

Retirees

LIfe Events

Paying for Education

Dealing with divorce

Dealing with Death