Maturing Families
The kids are out of the house, what do I need to do?
Who is this for?
- 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
