After Retirement

Now we are entering the crunch time of our life

Have we made appropriate choices for this time period of our lives?

Will our Social Security, Pensions and Investments provide the needed funds after retirement to provide for our current lifestyle? If not are their plans for changes as required?

Where as a Health Issue is one of the most expensive problems financially are we properly cover by insurance or a Health Savings Account?

As we get older have we made provisions for our surviving Spouse and Children to continue our current lifestyle?

When one spouse passes can we continue our lifestyle with the loss of their income and have we provided a transfer of assets so that the Government and Probate do not prosper better than the survivors?

Have we put in place a legal structure to pass inheritance on to our loved ones after our passing? What works best for you? Let them fend for themselves, a Will, Trust, or transfer cash and assets before death?

Most will get more serious as time gets shorter, so as an old fart myself I will present some information I have found to be helpful, in another (LINK).