If you’re near retirement, now is likely a critical time of decision-making for your future. Retirement planning can be intimidating, but we’re here to help guide you through this transition to make it as seamless as possible.
- What do you want out of retirement?
- Make a list of goals and aspirations
- Places you want to travel
- People you want to see
- Things you want to do
- Define a Schedule (or don’t!)
- Are you going to continue working?
- Do you plan to pick up a hobby?
- WHEN are you going to accomplish your retirement goals listed above?
- Make a list of goals and aspirations
- What is going to fund your retirement?
- Evaluate all current assets
- Bank account, savings, investments, retirement funds, etc.
- Continued Income
- Collecting Social Security and /or Company Pension
- Part-time job
- Selling things you don’t need, buying a smaller home, etc.
- Retirement Planning Budget
- Make a list of all expenses
- Do you have a safety net for emergencies?
- How much money will it take to cover your above aspirations / hobbies?
- Are there areas that you can cut back on or things you can save money on?
- Evaluate all current assets
- Make sure all of your ducks are in a row
- Sign Up for Medicare Coverage
- Are you aware of additional health coverage options?
- Click here to learn more about how we can help
- Planning for Final Expenses
- Do you want to leave behind a legacy
- Will your spouse/loved one be financially stable upon your passing
- Click here to learn more about how we can help
- Maintain / Evaluate your health
- Schedule checkups and preventative exams
- Take a look at your diet, exercise regime, sleep patterns
- Stay sharp! Continue reading, learn a new recipe, do puzzles, go through old photographs, play with your grandkids, meet someone new, or join an organization
- Sign Up for Medicare Coverage