Whether you're single or married, by this stage in life, dependent children have probably left home, so this new phase could see you with more time available to enjoy life. You may have thought about how you plan to use this time. With the house fully paid and your increased leisure time, perhaps you want to travel, spend time on hobbies or even start a new career. Regardless of how you plan to spend your time, issues you may be concerned with include quality of life, controlling expenditure, preserving capital to ensure your savings will last and increased medical coverage. Your investment strategies may also be more conservative at this time.

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 - Income
Transfer of Wealth
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Planned Life Events:
Spouse Retires
Buying a Leisure Vehicle
Career Change
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Unplanned Life Events:
Losing 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