1. Evaluate your retirement accounts

Relying on Social Security should not be your only option. If you don’t have enough money saved in your retirement accounts consider an annuity or another savings option to grow your funds as tax free as possible. The longer you wait the harder it will be to accumulate the funds needed in your later years.

2. Review your life insurance

Many people have not reviewed their policies in years. In fact, most only carry the life insurance provided by their employer. Typically when your employment terminates, your life insurance policy terminates as well. Consider purchasing a permanent life insurance policy for you and your family. Don’t allow yourself to get another year older and not get the protection your family will need.

3. Understand your Medicare insurance options

The Medicare maze can be confusing and downright stressful. You need to evaluate your Medicare insurance options before you retire. Medicare plans vary from state to state and county to county failure to properly plan could result in penalties and unnecessary out of pocket costs.

Infinia Benefits is here to help! We will schedule a NO COST personal consultation to help you understand your needs and provide you a solid solution that is right for you. To speak with a licensed advisor or schedule a no cost consultation call us at 1-844-INFINIA (463-4642).