Author Topic: Questions to ask in a total Overall financial review.  (Read 484 times)

BTDretire

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Questions to ask in a total Overall financial review.
« on: January 19, 2018, 07:22:07 AM »
I'm 62, mostly retired, wife still working.
I want to start getting my financial ducks lined up.
I need to know what the ducks are.
 Here's my starting list.
Asset Allocation
Living Will / Trust?
Do I continue to add to tax deferred funds?
Umbrella policy
SS collecting age
RMD strategy
 Please add to my list or expand on what I have included.
                        Thanks