(905)962-7797 stacy@safeguard-ltd.com

Preparing for Retirement & Retirees

I’M ABOUT TO RETIRE, WHAT DO I NEED TO DO?

Preparing for Retirement

Who

  • Age 55 to 64
  • Preparing for retirement
  • May have adult children
  • Increased Net Worth

Priorities

  • Almost done paying mortgage
  • Little to no debt
  • Retirement savings is top priority
  • Staying on budget
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Critical Illness
    • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate

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THE KIDS ARE OUT OF THE HOUSE, WHAT DO I NEED TO DO?

Mature Families

Who

  • Age 45 to 54
  • Established in career
  • May have older children
  • May be in peak earning years

Priorities

  • Paying off mortgage
  • Reduce all debts
  • Saving for retirement
  • Staying on budget
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Disability
    • Critical Illness
    • Premature Death
  • Make a will
  • Consider powers of attorneys

LEARN MORE