Mature stage financial life cycle planning involves building and preserving accumulated wealth, managing retirement savings, creating tax efficient savings plans and managing the risks accumulated through employee stock plans. It focuses on ensuring financial assets are held and managed efficiently.
Pre-retirement stage financial life cycle planning involves assessing retirement needs, maximizing retirement accounts, paying off debt, and planning for healthcare costs and other large expenses that may come to fruition in retirement. It focuses on preparing for a comfortable retirement.
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