Pre-retirement checklist

Pre-Retirement Planning Checklist

Preparing for retirement? This simple two-page retirement checklist will help you make sure you don’t miss any of the major things to consider when retiring.

How to Use the Retirement Checklist

This checklist is meant to provide you with a broad overview of the issues you need to consider before you retire. The intent is that it will help you sort through what may apply to you so you know where to focus instead of wasting time on issues that may not matter to you.

What this checklist doesn’t do is dump a bunch of gritty detail on you that you have to sort through.

After you go through the checklist (ideally with your spouse if you are married) then you can focus your attention deciding how you want to address the issues that will affect you.

Download the Pre-Retirement Checklist

For just four easy payments of $19.95… just kidding. You can download your 2021 pre-retirement checklist here.

(Link will open a .zip file with a PDF of the pre-retirement checklist)

If you have any questions about how to use the checklist or getting ready for retirement email me at [email protected] or call 903-471-0624 and I’ll be glad to help you.

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