The Money Mustache Community

General Discussion => Post-FIRE => Topic started by: BTDretire on January 19, 2018, 07:22:07 AM

Title: Questions to ask in a total Overall financial review.
Post by: BTDretire 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