Securing your finances in senior years
Most seniors want their accumulated funds to provide for a comfortable life after retirement. The freedom to maintain their lifestyle, spend time with their loved ones, travel well, explore their interests and have adequate cushion for medical needs and emergencies are common aspiration for every senior. With rising costs, inflation, investment risks and unforeseen events, this requires some planning and management. This survey takes a look at how seniors are planning and will help you see where you stand.
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Did you do a formal Financial planning exercise post your retirement?
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Which of the following planning actions have you taken so far? (check all that apply)
What else have you done for your Financial planning that is not listed above?
How often do you review your investment portfolio
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Do you believe that working with a professional financial planner is useful?
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What is the reason for your belief about professional financial planners?
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