Retirement Planning Checklist
Are you approaching retirement and wondering if you’ve covered all the bases?
Our Retirement Planning Checklist offers a step-by-step guide designed to help you evaluate your finances, set goals, and understand the critical steps to help you approach retirement with greater confidence and peace of mind.
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Are you wondering……..
- “Will I have enough money to retire comfortably – and stay retired?”
- “What if I outlive my savings?”
- “How do I protect myself from rising healthcare costs?”
- “What happens if one spouse needs full-time care?”
- “Can I lower my taxes in retirement?”
- “Am I taking on too much risk—or too little?”
- “Do I need a financial advisor to double-check my plan?”
Key Topics in the Retirement Planning Checklist:
✅ How to assess your current financial situation and uncover income gaps
✅ How to plan for a long retirement—possibly 20 to 30+ years
✅ Why Social Security alone may not be enough, and how to optimize your benefits
✅ How to estimate your future healthcare and long-term care expenses
✅ How inflation could impact your retirement and what you can do about it
✅ Smart ways to shift from saving to spending with income distribution strategies
✅ How taxes could affect your retirement income and how to reduce your tax burden
✅ The role financial products like annuities, IRAs, and insurance may play in protecting and growing your income
Ready for the Next Step in Your Retirement Planning Journey?
If you’re unsure whether your current retirement strategy is complete, our Retirement Planning Checklist is designed to help arm you with knowledge and guide your next move.
And if you’d like a second opinion, you can request a no-cost, no-obligation Financial Plan Checkup to evaluate your retirement readiness and uncover any blind spots.
📞 Call us at (615) 716-2061 or request your free checkup at