Cash Flow Solutions
See specific strategies for saving for a down payment if you plan to purchase a home.
Don’t Take Your Health for Granted
At this stage, you should have in place:
- Critical Illness Insurance for yourself, your spouse, and your kids
- Long Term Care Insurance
- Life Insurance to Protect Your Family
Saving for Retirement
Adjust your retirement savings plan accordingly. Avoid having too much tax at retirement, during retirement if your spouse dies, and having half your family’s wealth disappear to taxes if you die before or a few years after your life expectancy.
© 2016 Doug Ransom - Insurance Advisor