Today’s baby boomers and seniors face many challenges including cash-flow, health, longevity, family needs and changing lifestyles. Therefore it is critical to have a retirement plan, review it and tweak it regularly.

One of the biggest considerations for those 40 years and up, is start working on a plan. Many of the “X” generation are already working hard to grow their portfolios, looking after their children, potentially their parents and an ill partner, sibling or child. They are painfully aware that retirement is somewhere in the not too distant future and they need to take some time to develop a plan.

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 It is wise to review your plan any time, you are faced with life changing events, such as changes in employment or becoming self-employed, purchasing a home, marriage/divorce, having a baby or raising grandchildren, and death of a family member. 

There are 5 steps of which to be aware when forming financial plans; Financial Plan, Manage Debt, Family Discussion, Health and Insurance.

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