10 Financial Moves to Make in Your 60s


If you are approaching or celebrating your 60th birthday this year, it critical to ensure your retirement plan is prepared to meet your needs and goals throughout these years. Going through a financial checklist can help determine any last-minute adjustments prior to reaching this major milestone. 

Recently our CEO Marianela Collado spoke with AARP providing some much-needed advice to help those approaching retirement. Most importantly, “Know before you go,” she said. “Work with a financial planner to test your portfolio’s ability to meet your needs, not only through your [predicted] life expectancy, but to age 100 since we are all living longer.” 

To read more of Marianela’s insights, click here.

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