4 Financial Stages Of Life
Family and Career Building Years
Accumulation of Wealth:
- Working Towards Growing Savings
- Prepare Will/Power of Attorney and Health Care Directives
- Insurance Planning
- Collage Education Founding
Pre-Retirement Years
Balancing Portfolio:
- Retirement Savings/Income Analysis
- Paying Off Mortgage
- Risk Management
- Strategies To Reduce Taxes
Retirement Years
Distribution and Income Phase:
- Seeking To Manage Saving Last
- Turn Savings Into Income
- Social Security Analysis
Later Retirement Years
Legacy Planning:
- Estate Planning
- Managing Tax Efficiency
- Assisted Living Option
