Are you ready for retirement? If you are in your 50's, here are some things to check off your list to be prepared for retirement:
- Evaluate your current plan to make sure it's on track
- Review your investment strategies
- Review your social security statements for accuracies
- Consider Roth conversions
- Get out of debt
- Consider Long Term Care Insurance
- Make sure estate planning documents are in place and review beneficiary designations.
Check out the YouTube video version of this podcast here: https://youtu.be/NfEI_cPLtqo
Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-check-up
To schedule a complimentary consultation with me: 👉 https://wfa-nc.com/connect
I want you to be more confident in your future:
whether that be through preparing for retirement,
financial planning, portfolio analysis, or college planning.
I trust the information you receive through these videos
proves helpful with your personal financial situation!
Website: www.wfa-nc.com
Facebook: https://www.facebook.com/KeithWilsonF...
Linkedin: https://www.linkedin.com/in/keithwils...
I am looking forward to seeing you achieve your financial goals!
Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉...
