Step 2: Benefits

6. I understand my Social Security benefits and when to start taking them.

YesNo

7. I understand my Medicare benefits and how to maximize them.

YesNo

8. I know other sources of income—such as a pension or bequest—I may receive in retirement.

YesNo

9. I understand how my house could potentially be turned into a retirement income stream.

YesNo

Step 3: Investments

10. I have a financial plan in place that takes into consideration my retirement income needs, inflation, budgeting, spending, future expenses, and the possibility of living to 100.

YesNo

11. I can easily see if I’m on track toward my goals and have help if adjustments need to be made to my financial plan.

YesNo

12. I am confident that my investments portfolio will provide the income I need in retirement.

YesNo

13. I am comfortable with the risk level associated with my investments, and I evaluate my tolerance annually.

YesNo

Step 4: Healthcare

14. I have an emergency fund for unexpected life events.

YesNo

15. I have calculated my projected medical care and/or long-term care costs (a calculator like this can help)

YesNo

16. I have insurance that will protect my family in case something happens to me (long-term care/life/medical).

YesNo

Step 5: Estate & Legacy

17. I have thought about the amount of money I would like to leave behind to my heirs and/or charities.

YesNo

18. My estate plan and will are up to date.

YesNo

19. My other important planning documents are in place and updated.

YesNo

20. My loved ones know where all my important documents are securely stored.

YesNo

Final Step

Your Name

Your Email