Retirement and Beyond
How to Prepare for Retirement and Beyond
As a baby boomer, you are part of a generational wave of nearly 74 million people who are nearing or have already reached retirement. As important as it is to help care for aging parents and help adult children build families and careers, it’s equally important to make sure you’ve got a plan for your own future.
A little preparation now can make all the difference years down the road. A great place to start is making sure your estate plan is up-to-date. That plan you put together years ago is most certainly outdated—relationships develop, children grow up and the value of your assets has likely changed.
Review these four key elements of your estate plan on a regular basis.