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Beyond ensuring your financial comfort, key points include:

📌 Downsizing: Plan to declutter and downsize before mobility issues arise

📌 Estate planning: Avoid procrastination in organizing financial affairs

📌 Tax implications: Understand potential tax increases after the passing of a spouse

📌 Social Security: Prepare for reduced benefits after a spouse’s death

📌 Transportation: Plan for mobility issues and alternatives if driving becomes impossible

📌 Family care: Confirm whether children are willing to provide care if needed

📌 Assumptions: Question overconfident assumptions about financial returns, spending patterns, longevity, and retirement happiness