Create a Game Plan

At Xennial Wealth, we know that life Insurance is a complex subject.  We are here to help. 

Here are some steps to take in order to begin your path of wealth accumulation.

Step 1

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Start Calculating

Make some calculations and  identify your assets.  401K’s, pension accounts, savings, money in the safe, money under the mattress are all examples of assets.  Figure out how much if any of your assets will accumulate before retirement.

Step 2

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Make some decisions

Now that you have an idea of where you stand, you have some decisions to make. At what age will you retire?  How much will you need to retire comfortably?  Will your current assets get you there?  Maybe you must work a little longer than expected.  Are there unnecessary expenses that you can cut from your budget?

Step 3

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What would happen?

Identify what would happen to you and your family if an unexpected circumstance were to occur. 

Are you and your family protected from unplanned events?

Step 4

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How is your health?

How is your health?  Cash accumulation is wonderful, but will you be around to spend it? Take care of yourself. 

Do you have proper health coverage?  Enroll in Medicare at the correct time. 

Applying late may delay your benefits or create higher premiums.

Step 5

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Use the resources around you.  Your community and online information can help you better understand retirement.

Xennial Wealth & Life Insurance Solutions want to help you, but are not legal, tax advisors, or accountants. 

Consult with your legal, tax advisor, or accountants before making your decision.