Midlife Checklist

This checklist is designed for clients who could be facing financial complexity as they approach or enter their 50s, a time frame which frequently represents a significant moment of self-awareness. Family life is being redefined with children possibly moving out and careers may be reaching their most productive years. Investments are growing, risk tolerance is changing, and preliminary thoughts of retirement may be on the horizon. It is a time when individuals become aware that their financial lives have become complicated enough that they deserve a closer look.