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About to Retire

50 – 70 years old

Halfway There—Getting Prepared

You're probably getting ready to retire soon. Now it's time to make the most of the money you've saved all these years. You want to take those savings and turn them into an income stream that will let you live the lifestyle you want for decades to come. It's time to be tactical with your finances and lower your risks. Here are some of the things you need to stay on the path to long-term success:

  • Liquid savings can cover current spending habits and lifestyle goals. You want to be able to sustain the quality of life to which you've grown accustomed.

  • Permanent life insurance that includes provisions on an asset basis will help protect you from long-term care needs such as a chronic or terminal illness that may arise. That way, you can keep feeling safe no matter what.

  • Investments which are not as risky. You may have focused on these more risky investments when you were younger, but now is the time to protect what you've worked so hard for by playing it safer (while still seeing growth).

  • Estate and legacy planning. You need a will and durable power of attorney if you don't already have them. You need to start thinking about the future of your family as well as the legacy you will pass on. We can help you get the protection you and your family need for transferring your wealth and mitigating long-term costs.

LYFE Advisors will help you keep everything you need to enjoy your retirement to the fullest. We will help you ensure the best future for your loved ones and property. Get started today so that you can guarantee peace of mind tomorrow.

Are you prepared financially for retirement, preserving your legacy, or a medical emergency?

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