
Take advantage of senior discounts wherever you can, and don't be shy in asking for them.
• Do not invest with someone you don't know. Scams targeted at retirees abound. Your investment opportunities should be carefully researched
• Be informed. From your investments to your insurance you'll want to audit your current portfolio and policies and make the necessary changes to reflect your needs and preferences as a retiree.
• Create a complete and detailed listing of your financial, investment, insurance and trust products and put a copy in your safe deposit box.