At this stage, with retirement right around the corner, you are probably applying funds that were previously used for mortgages and child rearing to your retirement plan. You may be concerned about affording retirement and maintaining a constant level of regular income in your mature years. You may be considering working part-time to phase in your retirement years. However, you may be concerned about the possibility of serious illness in the family. Caring for another dependent such as an older relative may need to be accounted for in addition to preserving capital and income. This is a good time to review your wills and estate planning matters. Secure your financial future by planning your retirement today.
Choose a life event below that describes your life at present to view financial planning strategies tailored to your needs - specific to a life event.
Long-Term Financial Goals:
Retirement Planning - Around the Corner
Transfer of Wealth
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Planned Life Events:
Career Change
Spouse Retirees
Buying a Leisure Vehicle
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Unplanned Life Events:
Illness of a Loved One
When I'm Gone
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Life's Journey Where Are You
Introduction
Getting Started
Building Assets
Growth & Protection
Pre-Retiree
Retiree