I’m retired, what do I need to do?

  • In retirement

Retirees

  • Age 65 and over
  • Increased Net Worth
  • No longer working or working part time
  • 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?”
    • Long Term Care
    • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
  • Estate Planning
Learn More

Useful Articles for Retirees

Benefits of Consolidation

When putting together your financial plan, there is no question about the benefits of consolidation. The importance of having a financial plan is the ability to coordinate, consolidate and be able to implement your plan to achieve your goals.

Mortgage insurance from the bank vs. us

Build your Financial Plan

Taxation of Estates: Changes are coming