FEBRUARY 3, 2022
By Jillian Stinson
Read time: 7 minutes
Your retirement checklist
Even though you’re still busy working, the years and months before retirement are a key time to:
- create a financial plan (if you don’t have one),
- review your finances,
- consider how you’ll spend your time and
- make plans for how you’ll manage your health and wellbeing.
There’s a surprising amount on your to-do list when you’re approaching retirement. The following checklist can help get all your tasks taken care of. That’s whether your retirement date is still a few years away, or just around the corner.