50s & 60s Best Practice: Spending & Debt

During the pre-retirement years an assessment of essential needs versus lifestyle expenses is often necessary. Is that new car an essential need or a lifestyle expense? Is funding your child’s education essential or are other funding sources available? Is preventive medical care something that can be postponed or is it essential to preserving your health and securing your wealth?

The locations map may experience limited functionality in Internet Explorer 7 & 8. Please consider updating your browser.

Insurance and investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.