Outline for investors in late retirement

From finiki, the Canadian financial wiki

The following outline is provided as an overview of and topical guide for investors in late retirement.

This last part of retirement is less active than the first one; for most people, the switch occurs sometime during their 70s.

This article is intended to help a reader learn about a subject quickly, by showing what topics it includes, and how those topics are related to each other.

The financial life cyle

Investors in late retirement are continuing the decumulation phase of the financial life cycle. They may, or may not, wish to leave an estate.

Life-stages.png

Housing-related and lifestyle choices

  • Review your housing situation: have your needs changed?
  • Is it time to visit assisted living facilities to see what the options are?

Estate planning

Retirement income management

Investing

Tax planning

Insurance

Banking, emergency fund

Credit and managing debt

See also

References


External links