HOME ABOUT US ACCOUNT ACCESS FINANCIAL PLANNING RESOURCES Life Goals Twenties Thirties Forties Fifties Sixties Seventies The Planning Process We work to manage the uncertainties created by wealth. Glendale Office 3458 Ocean View Blvd. Glendale, CA 91208 ph: 818-547-2464 fax: 260-455-9059 info@resourcegroup.us Life Goals: Financial Essentials For Your 60s Here are several financial steps you may want to consider taking right now: 1. Re-evaluate budget and cash flow. Creating a budget is crucial to fulfilling your plans for retirement. Be sure to plan on a reserve for emergency situations when evaluating your needs. 2. Review your Will and Living Will. Changes in your family or other circumstances make it important to regularly review your plans for your property and your medical care. 3. Review estate plan. Work with an advisor to develop or review a plan for your property and assets, including your Will, trusts, liquidity of assets and gifting. 4. Consider income-potential investments. Depending on your tolerance for risk and your retirement cash needs, explore higher-return investments with your advisor. 5. Look into part-time employment. Depending on your plans, you can supplement your savings with part-time employment. Volunteer work can also help you by building a support network within your community. 6. Make sure long term care needs are met. Plan and discuss your desires and needs for possible long-term healthcare needs with your family. 7. Supplement Medicare. Medicare may not be enough to provide the level of care you need; work with an agent to determine an affordable level of coverage. 8. Review business agreements and transfer plans. If you have a business, you need to plan for a fair and predictable transfer of your business should you die or wish to move on. 9. Consider annuities. Annuities are insurance products that can guarantee* you a fixed income after you retire. They can be a supplement to other savings plans. *Guarantees are backed by the claims paying ability of the insurance company. We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Securities: Arizona, California, Colorado, Florida, Illinois, Kansas, Louisiana, Maryland, Missouri, Montana, Nevada, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Washington, Wisconsin John Marshall: California Insurance License #0B12349 Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities are offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor, member SIPC. Investment advisory services offered through Lincoln Financial Advisors or Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. The Resource Group is not an affiliate of Lincoln Financial Advisors. See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describe LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here. *Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. CRN-3603860-052421 The Resource Group is a marketing name for registered representative of Lincoln Financial Advisors Portions © 1996-2021 SiteQuest Technologies. All rights reserved.