Your 50s Change Everything, Financially and Personally

Something shifts in your 50s.

For many high-achieving professionals, this is the decade where priorities evolve, from building a career to designing a life of purpose, freedom, and security.

It’s no longer just about growing assets.
It’s about positioning your wealth to support the life you actually want.

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Here’s where our clients in their 50s start focusing:

1. Set meaningful milestones, like $1M+ in non-retirement investments by age 60
2. Define how much income you’ll need in retirement in today’s dollars
3. Estimate Social Security or pension benefits
4. Create a monthly investment plan to close the gap
5. Stay growth-oriented (don’t de-risk too early)
6. Update estate documents and beneficiary designations
7. Strategize around healthcare and long-term care
   

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This decade isn’t just about preparing for retirement.
It’s about creating a blueprint for your next chapter and funding it with clarity and confidence.

• Not sure your current advisor is planning beyond the surface?
• Don’t have a plan yet?
  

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At Crescent Private Wealth, we specialize in helping successful professionals and families build forward-looking financial plans that reflect who you are and where you’re going.

If you’re considering a change from your current advisor, the process is simpler than you think.

Talk To Us!