FREE CHECKLIST

Retirement is an opportunity to take new paths, begin new projects, or fulfill your dreams. It is one of life's most incredible opportunities for new beginnings…if done right?

Being ready to retire means more than being ready to stop waking up early to put in long hours at a job. What it takes to retire is a solid grasp of your budget, plans for investment and spending, and a plan you're excited about for how you'll spend your days.

The Upleft Financial Waypoint Series exists to help you work through financial life events.

This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire. It includes:

• Cash Flow Issues

• Health Insurance Issues

• Asset & Debt Issues

• Tax Planning Issues

• Long-Term Planning Issues

• Other Issues