If you are about to retire or face other major life events you are no doubt being confronted with a lot of new information and some difficult financial decisions. You may wish to seek advice from a financial planner or design your own plan.
If you decide to develop your own financial plan you should start by sorting your money according to your needs and selecting appropriate investments to meet those needs. Obviously, your plan will differ from others’ as it will depend on your current financial position and your future objectives.
There are many issues you will need to consider.