What Older Adults Need to Know About
Money
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As a result of this publication, what action(s) do you plan
to take in the future?
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Set
one or more specific financial goals
Calculate
net worth (assets – debts)
Start
or increase contributions to employer retirement savings plans (e.g., 401(k)
plans)
Start
or increase contributions to an IRA
Do
a retirement savings need calculation
Review
investment asset allocation and/or performance
Review
personal Social Security benefit estimate
Purchase
long-term care insurance
Hire
a financial advisor
Review
or draft estate planning documents
Learn
more about one or more of the topics discussed in What Older Adults Need to
Know About Money
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