Retirement Checklist

Selecting a date to retire may be one of the most important decisions you make about your future. Download our free retirement checklist to help you assess your financial readiness.

Retirement checklist image depicts an older woman who is gardening.

How Do I Know if I Have Enough to Retire?

One of the first questions financial advisors get when meeting potential clients for the first time is, “How do I know if I have enough to retire?” The truth is, staying on track for retirement is sometimes easier said than done. Certain events can veer you off course, such as market volatility, economic uncertainty, and unexpected life events. Following a retirement checklist can help you assess your financial readiness.

Here’s a list of steps to help evaluate if you have enough to retire:

      • Review your lifestyle
      • Evaluate progress made toward goals
      • Perform a portfolio review
      • Inventory your resources
  • Assess your withdrawal strategy
  • Manage your tax burden
  • Review your estate plan
  • Insure against the unexpected


Download Our Free Retirement Checklist

We all know there is a lot of misinformation on the web.  That’s why, as part of our GWA Gives© program, we are dedicated to helping others find sound advice.  We believe in sharing free material so people have a trusted source to rely upon.  Check out our free flipbook below:

A financial advisor has the knowledge and experience to help you stay on track with your retirement goals, regardless of what is taking place in the markets.  Obtaining coaching and support from an experienced professional can provide you with valuable perspective, help you make decisions with confidence, and assist in determining if you have enough to retire.  We are always happy to answer any questions you might have.  You can reach us at one of our convenient offices listed on the Contact Us page or by filling out the chat form below.

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