The Pre-Retirement Preparedness Checklist

Approaching retirement represents a significant milestone in life’s journey

Our Checklist helps you answer a host of questions regarding retirement: when to take Social Security, how much income to take from their portfolio, what kind of budget should be followed and other issues related to managing the later stages of life.

If you know you should be planning for your retirement, but don’t know what questions to ask, or where to find information, then this checklist is the place to start.

Pre-Retirement Preparedness Checklist

Download the Pre-Retirement Preparedness Checklist

For many successful individuals, approaching retirement represents a significant milestone in life’s journey.

Many other major decisions in life are determined by forces outside an individual’s control, such as where to buy a house after a job change, or what choices to make in mid-career. When to retire from full-time work and start receiving income from self-generated sources is usually self-determined. Uniquely successful individuals become aware that a host of questions require answers including: when to take Social Security, how much income to take from their portfolio, what kind of budget should be followed, and other issues related to managing the later states of life.

At the same time, people discover that retirement creates opportunity for personal growth, to pursue the experiences that were postponed for years by career and family responsibilities, “rewirement” instead of retirement.

Your Wealthspire advisor has advised many individuals and families on how to prepare for a satisfying retirement.

Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.

This material should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The information provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

© 2024 Wealthspire Advisors

David Edwards

About David Edwards, MBA

David is a managing director and advisor in our NYC headquarters.

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Chris Jennings

About Chris Jennings, CFP®

Chris is an advisor in our NYC office.

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