General Discussion > Post-FIRE

Questions to ask in a total Overall financial review.

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BTDretire:
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


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