RETIREMENT

CHECKLIST

Hi, Tom!                            Logout 

PROGRESS METER  6%

Tom, let's tighten up your game plan.




Customer recommendations based on your current financial status:

  • Consider creating a trust to strengthen your legacy

  • Consider increasing your cash from 14% to 20%

  • Consider redeeming and investing your whole life policy, and moving to a less expensive term-10 policy. 

  • Consider evaluating cash-flowing businesses, such as storage or rentals

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