[section_dd section_id=’business_stayes_content’][column_dd span=’6′][image_dd url=’https://winsuccessioninc.com/wp-content/uploads/2017/08/retirees1000667.jpg’ animation=’fadeIn’ duration=’1000′ delay=’0′][/image_dd][/column_dd][column_dd span=’6′][text_dd]Retirees[/text_dd][accordions_dd expanded=’0′][accordion_dd title=’Who’s this for?’]
- Age 65 and over
- Increased Net Worth
- No longer working or working part time
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- Mortgage is paid off
- Little to no debt
- Review pension arrangements
- Staying on budget
- Living off savings
- Reducing income tax
- Planning for the unexpected
- Long Term Care
- Premature Death
- Make a will
- Consider powers of attorneys
- Making sure health insurance is adequate
- Planning for an easy tax efficient transfer of wealth
- Charitable Giving
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