Game Plan for the 70-Somethings and Beyond
Updated: 09 July 2020
While it’s likely you no longer want to be spending time managing money as it’s time to “leave for vacation”, there are a few things to keep in mind in your seventies and beyond:
Continue Watching Your Portfolio
With the help of a financial advisor, keep a close watch on your portfolio and manage risk as needed to ensure that you will not run out of money.
Enjoy Yourself
If you’ve spent your life working and saving, your seventies and beyond are the years you were saving up for. Savor this time. You earned it!
Be Generous!
Have you considered changing the world through generosity? Earning money, saving money, and investing money gets old. Why not do something truly meaningful and spectacular with money? Set a goal or plan to do something significant as you continue to earn, save, and invest.