THINGS TO DO for a worry free retirement:
JENNIFER R. FIGURELLI, CTFA
ANDREW D.W. HILL, CFA
1. Make a budget for the year
2. Review my investments
3. Update my Will and important documents
4. Analyze all of my insurance policies.
5. Create a strategy for my care.
6. Plan for my pets if I am not able to
7. Make plans for my last wishes