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Pre-Retirement

Pre-retirement stage financial life cycle planning involves assessing retirement needs, maximizing retirement accounts, paying off debt, and planning for healthcare costs. It focuses on preparing for a comfortable retirement.

Retirement Planning

To plan for retirement, determine financial goals and create a budget. Maximize retirement accounts, consider Social Security benefits, and create an investment strategy. Review plans annually and seek professional advice.

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Estate Planning

Swissential SA offer estate planning services to help clients create and implement estate plans. This includes creating wills, trusts, and designating beneficiaries. Professionals provide guidance and expertise to optimize the estate planning process

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Risk Management

Risk management financial planning involves identifying and assessing financial risks. This includes creating a contingency plan, establishing insurance coverage, and diversifying investments. Seek professional advice to develop a comprehensive risk management plan.

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The Previous Stage – Mature Stage

Explore life cycle planning - Developing Stage

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