What Stage Am I In? - Nearing Retirement

Nearing Retirement

You have worked hard your entire life. Now is the time to enjoy the fruits of your labor in retirement. Harvest Wealth Management will help you transition seamlessly into retirement, without fearing what the future will bring. Be sure to tackle the following to-do list, to ensure that you are on track to live the retirement of your dreams.

NEARING RETIREMENT

Consider your long-term plan options including IRA's, annuities, and life insurance - and make sure everything is up-to-date.
Review the beneficiaries on all of your accounts.
Plan for your estate, if you haven't already. This includes your will, trust, and financial/medical wishes.
Consolidate your accounts with one trusted advisor.
Know your options when it comes to social security and medicare benefits.

Back To Stages

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Independent Advisors Alliance, LLC , a registered investment advisor. Idependent Advisors Alliance, LLC and Harvest Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.