5 Tips For Retirement Planning

Are you one of the 76 billion Baby Boomers in the United States who are headed toward retirement?  If so, Sharon Bandys, of The Mather Group, LLC, has created a helpful checklist of five financial planning tips as you look toward the future:

  1. Make sure your spouse has an understanding of your financial assets.
  2. Plan your funeral ahead of time.
  3. Create an updated will.
  4. Understand both spouses' Social Security benefits.
  5. Maintain a cash reserve for potential expenses that may pop up.

Sharon's full article can be found here.