A Quick Financial Checkup for Retirees

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financial checkup for seniors
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For retirees, a financial checkup can be a helpful way to ensure that their savings, investments, and other forms of retirement are sufficient. By checking in yearly on your finances, you can spot any potential issues early on. For example, looking at your income and your spending over the past year can show you if you need to adjust your budget. Additionally, having people you talk to about your finances, whether they’re a financial advisor or a peer, can help you gain perspective.

AARP’s “7 Reassuring Signs Your Retirement Is on Track” can help you feel more confident about your plan for retirement.

After this financial checkup for retirees, you might have a better outlook on your retirement. For many seniors, Social Security benefits are a critical part of their retirement plan. However, low COLAs have kept retirees from receiving the benefits they’ve earned. At NORA, fighting for a fair, guaranteed COLA is how we’re helping seniors. Sign our online petition today. And follow us on Twitter and Facebook for more news!