Your Retirement Planning Checklist:

Prepare for your financial future and sail into retirement.

Pre-retirees can benefit from using this retirement planning checklist to address key financial and lifestyle considerations, helping ensure they are well-prepared for a secure and smooth transition into retirement.

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Our most tactical guide to help you identify the critical details of retirement income planning, including: taxes, Social Security, healthcare expenses, housing, and more. 

In this free checklist, you’ll learn:

  • How much the average retiree spends each year, so you can get an idea of what your retirement lifestyle may cost you
  • How to account for increasing healthcare and long-term care expenses and housing costs, so you can thoughtfully consider what will best serve you and your spouse
  • How to utilize Social Security within your retirement plan, so you don’t miss out on that money you’ve earned
  • The importance of a second opinion on your current portfolio, so you can uncover any hidden fees and potential income gaps
  • When to evaluate your goals, progress, and plan your RMDs (Required Minimum Distributions)
  • The role financial products play in retirement
  • …and much more!

If you have questions, we are always here to help.

Schedule a 15 min call with an advisor today!

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