Congratulations! You’ve successfully retired and settled into your golden years. At this point, you may be shifting from an earning mindset to an investing profile; focused on safeguarding your assets. Learning how to manage your money is a challenge that pays off with a comfortable quality of life, in addition to gaining the potential of leaving wealth behind for your loved ones.
The list is not all-encompassing — it’s meant to help you start thinking about what financial needs you may encounter during your retirement. Everyone is unique and it is recommended you speak with Jeff to ensure all your assets, insurance policies, and more are being covered.
It May Be Time for a Financial Checkup
When Do You Need a Will?