Author - David John Marotta

A Review of Finances at Age 60

A Review of Finances at Age 60

I’m turning 60 this week. Even though I plan on working as long as possible, this is an important check point. It’s a good time to assess progress on all fronts – physical, emotional, spiritual, and of course financial. If you are close to either side of 60, I’d like to outline the ideal scenario to help you make your own financial assessment.

Many people are beginning to think about Social Security. In truth, taking Social Security at age 62 is usually a terrible idea. You should have your Social Security analyzed and take the recommendation of a professional. Delaying …

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