Over 60? Things May Move Fast!
For investors 60+, things may move quickly. Investment objectives and time horizons may change rapidly as one transitions to retirement and to reliance upon different income streams. Throw in some concerns such as health care costs, and these can be times of quickly developing financial matters. In this whirlwind time of much to do, schedule a conversation with your financial advisor who can help serve as a navigator to help ensure that your portfolio is keeping pace with your life and lifestyle. You might find yourself slowing down a little, but your finances aren’t!
Seek professional advice before taking any action in regard to your finances.
This information is provided for general educational purposes only and not intended as specific advice for any individual.