Broker Check

...In My Late Career

Characteristics

Characteristics

  • Age 55-65
  • An empty nester
  • In my peak earning years
  • Getting serious about retirement
  • Caring for aging parents

Goals

You're heading down the home stretch toward retirement and need to be laser focused on what needs to be accomplished.

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Challenges

You now have less time to deal with the challenges that will prevent you from having a great retirement.  Learn how you can deal with them now.

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Risks

As you've acquired more things in life and your income is peaking, the level of risk has also risen significantly.  There are ways of mitigating these risk, but you need to know how.

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