Investing Ages 65 and Over


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“To Do’s” for 65 Years Old and Over

You've worked hard towards retirement and now it's drawing near or possibly already here. You may even have grandkids now and have started to consider moving to a smaller home, or buying a winter home. Consider the following “to do’s” when you are going through these life events:

Investments*

Arrange estate planning
Adjust portfolio mix and risk levels for retirement
Minimize tax burden
Evaluate cash flow from investment portfolio
Consider gifting programs to heirs
Consider charitable gifts
Evaluate life insurance coverage
Invest in grandchildren’s college funding
Purchase long term care insurance

Insurance

Increase homeowner’s insurance for addition to home or new home purchase
Reevaluate and combine insurance coverage for best rates
Purchase umbrella liability policy to protect your retirement savings
Purchase insurance to cover RVs, boats, etc.

Legal

Make changes to will or estate plans
Acquire legal assistance for estate planning
Create a living will or designate a power of attorney
Acquire representation for real estate purchase or sale contracts
Seek representation for general litigation, personal injury

Real Estate

Sell home and down size to a smaller home or condominium
Consider buying or selling investment property
Purchase a vacation home
Sell home by owner
Consider reverse mortgages

When it comes time to plan and act on life’s events, call the experts at the Financial Mall for priceless advice and expert service.

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Insurance, Investment, Legal, and Real Estate Services available at the Financial Mall, located in GECU’s Reading Road office. The Financial Mall is provided through CUSO Corp. - a credit union service organization wholly owned by GECU. Insurance Services provided through Bardon Insurance Agency Inc. dba Insurance Services. Investment Services provided by The Financial Network Group, Ltd. through Royal Alliance - Member FINRA, SIPC, and Registered Investment Advisor. The Financial Network Group, Inc., is not affiliated with GECU. Products offered are not obligations of GECU, nor are they guaranteed by GECU. Investments are not insured by NCUSIF, nor any government agency, and are subject to investment risks, including the possible loss of principal. Legal Services provided through Statman, Harris & Eyrich. Real Estate Services provided through Home Information Network.

*Securities related products and services made available through The Financial Network Group, Ltd. (FNG) are offered by Royal Alliance Associates, Inc. an independent registered broker-dealer, member FINRA, SIPC. Securities are not obligations of, nor guaranteed by GECU, CUSO Corp., and are not insured by any government agency and may involve investment risk including the loss of principal invested. Advisory services are offered through FNG, a Registered Investment Advisor. FNG and the entities listed are not affiliated with Royal Alliance Associates, Inc.


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