How prepared are you for retirement?

That question has been increasingly asked and has deepened its importance since Covid, inflation and a possible looming recession. These long-term adverse effects will force most to save more, work longer, and expect fewer benefits.

As you go through the Checklist, let it become your guide.

What’s in the Checklist’s Four Parts?

1. Getting Prepared

2. How to Retire in Sync with Your Spouse/ Partner

3. The Pre-Retirement Checklist

a. 5 yrs. away

b. 3 yrs. away

c. 2 yrs. away

d. 1 yr. away

e. 6 months away

4. Summary and much more