Turning 65: A Clear Financial Checklist for Your Next Chapter

Ari Baum | Dec 11, 2025

Contact Info

646-774-2932
ari.baum@endurancewealthpartners.com

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1185 Ave. of The Americas, 3rd Floor
New York NY 10036

Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA/SIPC.

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Endurance Wealth Partners does not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.