Retirement Checklists

Free checklists that help you prepare for retirement

1.  A checklist for people who are one-year from retirement

Use this checklist to set yourself up for a smooth transition into the next stage of life.

2.  A checklist for anyone who is five-years from retirement

Use this checklist to get yourself on track over the next 5 years.

3.  A checklist for anyone hiring a financial advisor

Use this checklist to help navigate through the decision-making process when hiring an advisor. 

4.  A checklist for retirement tax planning 

Use this checklist to help sidestep some of the most common retirement tax blunders. 

5.  A Healthcare checklist for people retiring before 65 

Use this checklist to make sure you’re not forgetting any important steps or dates. 

6.  A Healthcare checklist for anyone retiring 65+ 

This checklist is written specifically for people 65 and over. Use it to make sure you’re not forgetting any important steps or dates. 

7.  A Social Security checklist for when you approach retirement 

Use this checklist to know what steps you should take as you plan for retirement.

8.  A checklist for women approaching retirement 

Use this checklist to help guide you towards a secure financial future.