Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but it generally isn’t enough to retire successfully. Retirement has lots of moving parts that require advance planning and careful coordination. From Social Security to healthcare to income taxes and more, all the pieces of the financial puzzle must work together.
My planning checklist can play an important role in ensuring you’ve dotted all the i’s and crossed the t’s of your retirement finances. Some checklists include dozens of items, but I’ve boiled it down to six that I believe are an absolute must.
This six-point checklist includes both obvious and obscure items, all of which are essential for making the most of the money you’ve saved. Overlooking or underestimating any of the items can be problematic.
If you’re approaching retirement age, the list can help you prepare for this new phase of life. If you’re already retired, use the list to determine whether you’re still on the right track.
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