The 3 money mistakes that cost families after 55
How small decisions after 55 quietly shape your income, tax, and family outcomes for years to come
What do you get?
The three mistakes that quietly cost families the most after 55
Why these decisions feel sensible at the time, but often aren’t
How to protect your income and flexibility without overcomplicating things
The questions worth answering before making irreversible financial decisions
A simple next step to bring clarity to your retirement and legacy planning
BONUS: The “What If?” checklist — a simple way to make sure your family isn’t left guessing if the unexpected happens
Written for people approaching or already in retirement who want clarity, not complexity