If we’re going to deliver the most value possible, it’s not enough just to look at your finances in relation to where taxes are now. We have to look at them them in relation to where taxes are going to be.
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.
By the time you enter your sixties, your investment strategy at this point should be about protecting what you have, so that the lifestyle you’ve secured over your career can be maintained in retirement.
During your fifties, it’s important to start planning for when and if you want to retire. To ensure a comfortable retirement, make sure you have checked the following boxes.
For many people, their thirties is the decade of settling down — possibly buying a house and starting a family. Here’s a checklist to make sure you stay on track financially:
Financial health entails working in a profession that you are prepared for and enjoy, earning solid investment returns, staying in control of debt and risks along the way.
Ex doesn’t have cash to pay you. You want the house. And in case you and current boyfriend doesn’t work out, you’d better not be house-bound to him financially and complicate your romantic situation once again.
