Ty's Margaritas and Retirement

Ty's Margaritas and RetirementTy's Margaritas and RetirementTy's Margaritas and Retirement

Ty's Margaritas and Retirement

Ty's Margaritas and RetirementTy's Margaritas and RetirementTy's Margaritas and Retirement
  • Home
  • Ty's Margarita Recipe
  • 30 Aspects of Retirement
  • Financial Planning

30 Aspects of Retirement

Aging parents

Asset allocation

Brain health and fitness

Bucket List

Credit card debt

Decluttering

Emergency fund

Emotional preparation for retirement

Estate planning

Handoff package

Identity Theft

Insurance based annuities 

Investment expense ratios and fees

Legacy and charity

Life insurance

Living revocable trusts

Long term residency

Longevity

Medical directives

Medicare

Monthly expenses

Personal Liability Umbrella Policy 

Pets

Physical health and fitness 

Retirement paychecks (withdrawals)

Reverse mortgages

Risk tolerance and risk capacity

Roth conversions

Social Security - when to start

Usernames and passwords

Sample Self-Assessment Table

Download PDF

Copyright © 2023 Ty Rollins - All Rights Reserved.

  • Ty's Margarita Recipe
  • 30 Aspects of Retirement
  • Financial Planning

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