My Smart Retirement

As we move through life every day, we devote our attention to things that seem important in that moment. In doing so, we overlook many of the things that protect us in the event of an emergency. Hopefully if the time ever comes when you need your smoke alarm to work or your airbags to deploy, everything is working properly. The same is true when it comes to financial planning. Much of the work we do is making sure you are taken care of when life throws us those unexpected events. That’s what we want to talk about on this episode of the podcast. By bringing attention to these things that don’t matter until they do, we hope that it pushes you to action. You’ll want to go through each of these items with your advisor to make sure everything is updated and accurate. The list we’ll run through includes: Legal documents Long-term care Life insurance Lifetime income streams If any of those haven’t been accounted for and you’re approaching or in retirement, make it a priority to get with your advisor. We’ll explain