Good money management is essential for all ages and stages of life. As older adults, financial needs (along with spending and saving patterns) change. The thought of living on a fixed income can certainly be scary. As Physical Limitations increase, taking care of a Big Home or one's health can be overwhelming and Aging in Place, eventually will Lead to Assisted Living
As you prepare to live on a fixed income, putting a detailed retirement plan in place is essential.
Discuss Your Vision for Retirement With Your Spouse
Estimate Your Expenses
Think About Health Care Costs
Take a Hard Look at Retirement Housing Costs
Create a Retirement Budget
Reduce or Eliminate Debt
Evaluate Taxes and Retirement Cost of Living
Prepare for the Unexpected
Call (714)222-2381 for a Complimentary Consultation