In financial planning, setting clear and concise goals is paramount. We’ve found that using checklists is the best way to facilitate the steps of financial planning, and we’ve developed these eight checklists to help you navigate life’s milestones.
- Eldercare Financial Checklist
- Financial Uncertainty Preparedness Financial Checklist
- Midlife Financial Checklist
- New Parent Financial Checklist
- New Widow/Widower Financial Checklist
- Premarital Financial Checklist
- Pre-Divorce Financial Checklist
- Pre-Retirement Preparedness Financial Checklist
In this issue, I’m spotlighting our Midlife Financial Checklist because by the time you’ve reached middle age, you’ve probably experienced a life event (or two) that effects your financial outlook. Maybe you’ve received an inheritance, or expect to receive one, or you’re changing careers or selling a business.
By middle age, you’ve established your financial future but may have some ideas about how you want to use your money now and when you retire. This Midlife Financial Checklist will guide a conversation about all the things that could impact your financial philosophy and your view of the Ideal Life you want to live.
In addition to reviewing your retirement plan, we’ll look at your legacy goals, education goals for children or grandchildren, review your insurance needs, healthcare plan, and balance-sheet management, and refine your estate planning.
Give us a call and we’ll be happy to go through the Midlife Financial Checklist with you to ensure you’re on track for reaching your Ideal Life goals. Otherwise, check it out, along with the other financial checklists on our website.