MAY 2019
Is 60 the new 40? While many boomers are as physically fit as their younger colleagues, they need to act their age when it comes to finances.
It’s time to make some important decisions that could really impact the next decades.
1. Strategize Social Security.
This is when your hard work starts paying off. You can begin taking benefits as early as age 62, or as late as age 70. When’s best for you?
2. Review your retirement expenses.
You need to have a realistic idea of your future financial expenses when planning your retirement.
3. Update your estate plan.
Having an estate plan isn't enough if it isn't current. If you’ve made a change like divorce or marriage, you may need to make some updates.
Once you’ve checked off this to-do list, you can focus on the future and living life to the fullest.
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