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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.
Ask Yourself:
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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