Wealth Accumulators Stage 2 Planning for the post work future
40’s to 60’s
- Debt elimination
- Asset protection
- Life Insurance and Income Protection
- Ethical investing
- Tax effective strategies
- Transition to retirement planning
- Inheritance issues
- Estate planning
- Financial assistance to family
- Business / career exit strategy
- Healthcare
- Long-term care planning – parent and self
- Lifestyle – family enjoyment and reward