The ThirdAge Retirement Troubleshooter |
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I know what my expenses will be and my diversified portfolio will provide more than enough to meet them
Way to go! You've obviously been planning and must be very excited to reach this transition in your life. However, being ready requires more than just having enough money in the bank. Sit down with your financial planner now to see if you need to make any adjustments in your portfolio.
A financial planner can also bring your attention to a few other items in addition to your portfolio. Is your insurance enough? Do your benefits cover your spouse? Do you travel often? If you're traveling a lot you might want to consider opening an online bank account so you can manage your money while abroad.
After you've made sure you have all the bases covered, check out ThirdAgers Go For It for some creative retirement opportunities.
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