Retirement Planning Considerations for Gen Xers
Retirement planning is becoming a more urgent matter for Gen Xers (born between 1965 - 1980) as they enter their 40s, 50s, and 60s. There are many things to consider, including finances, investments, insurance policies, legal & estate planning documents, living arrangements, and healthcare. It is advisable to make a detailed checklist within these categories and take action on each item. Meeting with an attorney can help you establish overall goals for your retirement and legacy planning while ensuring the steps you take will lead you to retirement success. With regards to longevity, things may not be what they seem ... Read More
Retirement Planning for Gen X
There are many things to consider in regard to retirement for Generation X as they enter their 40’s and 50’s. It’s advisable to look at and understand your personal finances, investments, insurance policies, legal documents, living arrangements, and healthcare. Creating a detailed checklist within these categories and taking action on each item will help you plan for the future. Meeting with an attorney can help you establish overall goals for your retirement and legacy planning while ensuring the steps you take will lead you to retirement success. With regards to longevity, things may not be what they seem in the ... Read More
