Retired/Pre-Retirement

Life in your 60s and beyond is focused on enjoying the freedom that comes with wealth accumulated through decades of hard work. At this age, you are likely either preparing to retire or enjoying retirement.

While this period can bring new joys such as more time with grandchildren, it can also bring new challenges such as deteriorating health.

So what are the key financial considerations that should be on your radar at this age? Here are a few of the major financial issues and milestones common among your peers in their 60s and beyond:

  • Having more time for hobbies
  • Engaging in charitable/philanthropic work
  • Spending time with family/grandchildren
  • Suffering from additional health problems
  • Dealing with the death of a spouse

Ideally, this stage in your life should be a time when you can worry less about money and focus more on your family, health, and leisure.

However, even if you have reached your 60s and discovered that you are financially unprepared, the good news is that it is never too late to take action and improve your situation.

Financial planning continues to play an important role in shaping your quality of life throughout your 60s and beyond.

From pre-retirement planning and advice to optimize your retirement income, a trusted advisor can help you navigate the opportunities and challenges of your golden years.

At Rubach Wealth, we support our clients by providing the financial clarity and confidence you need to enjoy retirement on your terms.