Managing Phase (Age 45-54)

Managing Phase (Age 45-54)

Financial Planning

Financial Planning
Goal Setting and Prioritization
Cash Flow Analysis
Re-Evaluate Investment Risk

Retirement Planning

Fund Work Sponsored Retirement Plans
Fund Tradtional or Roth IRAs
Fund Health Savings Accounts (HSA)
Catch-Up Contributions on Retirement Plan Contributions (over age 50)

Insurance Planning

Long-Term Care Planning
Reviewing Exisiting Life and Long Term Care Policies

Our Values

Continue Funding 529 Plans
Understand College Costs
Review Risk of Educations Savings Investments

Tax Planning

Tax Return Reviews
Traditional or Roth IRA Contributions
Backdoor Roth Contributions
Roth Conversion Opportunities

Estate Planning

Keep Estate Plan Up to Date
Fiduciary Appointments
Updated Beneficiary Designations
Wills