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Increased health care costs and adjusting to the changes
that come with age are some of the biggest challenges seniors face today. For this reason, fitness, both physical and financial
are more important than ever. Occasional check-ups, in both cases, can help keep minor problems from becoming major ones.
Financial
Check-Up
Is my income stream adequate?
Will it keep pace with inflation?
Am I adequately insured to
cover extraordinary expenses and protect my assets?
Do I have adequate reserves for major purchases in the next five
years? (e.g. Vehicle replacement, major home repair.)
Am I prudently cautious with my investments and assets?
Upon
whom could I rely for help if I was temporarily incapacitated?
Are my legal documents (will, trust) in order?
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