Congratulations, you’ve reached your golden years! Or maybe they’re just on the horizon. Either way, the end of the working era marks a critical time to review finances and understand how to make sure your money is working best for you.
That process includes taking a look at your investments, home equity and other assets to determine whether they’ll be able to support you for what could be a decades-long retirement. Near-retirees often overlook the role that life insurance can play when it comes to retirement planning.