What Issues Should I Consider Before I Retire?

[New for 2021]

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Understanding cash-flow issues, tax considerations, healthcare, and other financial facts is crucial for families who want financial security. But, staying up to date and informed on the changing financial information can be overwhelming.

This FREE retirement checklist highlights multiple cash-flow, health, asset, tax-planning, and investment related information updated for 2021. The checklist covers many important points to consider such as:

  • Cash-Flow Issues

  • Health Insurance Considerations

  • Asset & Debt Issues

  • Long-term Planning Issues for Beneficiaries

  • Tax Planning Questions

  • Identify other issues you need to consider.

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Download our FREE Checklist for important issues you need to know before you retire.

Disclosures: Covenant Wealth Advisors is a fully independent, fee-only wealth management firm and registered investment advisor located in Richmond and Williamsburg, VA. We are a fiduciary. This means we must always put client interests ahead of our own. We are also a fee-only firm. This means we never receive commissions or third party payments and are only compensated by our clients for advice.

 

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.The views and opinions expressed in this content as of the date of the posting, are subject to change based on market and other conditions. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place.

 

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