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At or near the Summit?

"Super Seven" Key Action Steps!

1) Don’t be rushed into quick investment decisions by “salesmen” pushing only annuities. You deserve a fair analysis of all your options. 

2) Develop a bucket strategy for your nest egg designed to provide for safety, growth & a lengthy retirement.

3) Maximize your pension and Social Security and review all options prior to locking in. Consider avoid taking Social Security early unless it is necessary. 

4) Be very careful about taking on new debt and spending too much on grand-children.

5) Spend quality time developing your post-retirement purpose and goals.

6) A quality diet and a daily exercise routine that includes aerobic and strength training are critical. 

7) Realize it is possible to age with far more vigor, happiness, and inner peace than society might have you believe.