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The Five Ages of Financial Planning: 50 ‐ 60 Winding up and Winding Down

In a previous edition, we produced a brief guide to help you gain a better understanding of what you should reflect upon financially as you progress through your life stages. (If you missed it or wish to read it again, click here)

Following this, we are developing each section to offer some understanding around some of the points we made. We have considered the time when schooling finishes and you legally became an adult and, last quarter, we discussed heading onwards into the brave world of career development, children and mortgages.

Now, as we plough headlong through middle age, let’s think about how we push onwards before we prepare for the biggest holiday of them all: Retirement.

 

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