In your 50s

A great time to reflect on where you are and where you are heading.

You have made many important decisions in life and there are many still to come. Life may be unfolding just as you have planned it or it may be time to adjust your course. We can help provide you with context and wisdom to help you make good decisions as you prepare for the next stage of your life.

Questions we can help answer for you:

  • Am I on track to have enough in retirement?
  • If I retire before age 65, what options do I have for health insurance?
  • How should I be changing my 401k now that I am getting closer to retirement age?
  • What can I be doing to continue to reinforce wise financial principles in my young adult children?
  • What should I be doing now to proactively manage my estate?
  • Should I be considering Long Term Care Insurance?
  • Do I have adequate life insurance?
  • How do I invest in ways that are consistent with my values and appropriate for my goals?

If we can help in any way, please email: