FREE CHECKLIST FOR DELAWARE RETIREES
Is your financial plan still working for you — or is it working against you?
Most plans made 3–5 years ago don't account for today's interest rates, tax law changes, or market conditions. This checklist walks you through the five areas most likely to have drifted off track.
Taxes
Tax laws changed. Does your plan reflect the new rules?
Income
Will your income sources hold up if markets stay volatile?
Goals
Has your timeline or retirement picture changed since you
The 5 things the checklist covers
✓Whether your investment allocation still matches your actual risk tolerance and timeline
✓How recent tax law changes may have created new opportunities — or new gaps — in your plan
✓Whether your income plan is built to handle a prolonged period of market volatility
✓The estate and beneficiary details that most people set up once and never revisit
✓The one question your advisor should be able to answer — and what to do if they can't
ML
Michael Loftus
Founder, Loftus Wealth Strategies · Bethany Beach, DE
"A plan that isn't reviewed is a plan that's slowly becoming wrong. The five points in this checklist are the ones I find myself going back to with clients year after year — because life changes, and the plan needs to keep up."
WHAT HAPPENS NEXT
You've got the checklist. Here's how to put it to work.
Most people read it, recognize their situation, and want to know what to do next. Here are three ways to take the next step — at whatever pace works for you.
Get the full guide
Go deeper on each item in the checklist with specific strategies you can act on.
Talk it through with Michael
30 minutes. Free. Walk through your specific numbers and see what actually applies to your situation.
Schedule a free call →
Keep learning
30 minutes. Free. Walk through your specific numbers and see what actually applies to your situation.
Watch Michael's videos on Market crashes whenever you're ready.
What a discovery call actually looks like
✓ 30 minutes on Zoom or phone
✓ We look at your specific situation
✓ Delaware & Bethany Beach–based
✓ No cost, no obligation
✓ You leave with clarity, not a sales pitch
✓ Also serving FL, PA, NJ, MD, VA