Securing and Preserving Generational Wealth
Nine pillars for protecting wealth, preparing heirs, and leaving a legacy that outlives the wealth creator.
Where to begin
I am approaching retirement
I have worked hard and accumulated resources. Now I need to make sure they work for me.
As retirement approaches, financial decisions become increasingly important. This stage is about understanding what you have built, protecting it, and making thoughtful decisions about the years ahead.
- 01Protecting accumulated wealth
- 02Managing debt before retirement
- 03Understanding investment risk
- 04Creating sustainable income
- 05Preserving assets
- 06Planning for the future
- 07Avoiding unnecessary financial leaks
- 08Thinking about wealth transfer and the next generation
Retirement planning is not simply about stopping work. It is about making sure your financial foundation can support the life you want.
Debt payoff planner
Compare snowball against avalanche on your own balances, and see the order to pay them in, with what each one really costs in interest and months.
Where to read next
Build Your Retirement Income System
In retirement, one paycheck becomes several income sources. The goal is to make them work together.
Reduce Financial Pressure Before Retirement
Retirement planning is not only about increasing assets. It is also about reducing financial pressure.
Discover the Wealth You Already Have
Your retirement wealth may be much broader than the balance shown on a bank or investment statement.
Make Retirement your pathway
Your weekly email follows it, and your account keeps your budget and payoff plans. Everything on this page stays free either way.
We'll email you an 8-digit code. No password to remember.
Rather not? .