Pre-Retirement Checklist
Find yourself thinking about retirement? It’s a big decision with a lot to consider: financial impact, lifestyle changes, timing, just to name a few.
Pre-Retirement Checklist
Find yourself thinking about retirement? It’s a big decision with a lot to consider: financial impact, lifestyle changes, timing, just to name a few.
A practical guide to help you plan with confidence
Download our checklist to help you stay organized and feel more confident as you plan for retirement.
Inside, you’ll find guidance to help you reflect on what matters most for a fulfilling retirement, explore healthcare coverage options beyond employer plans, and take stock of your financial situation with a personal balance sheet.
Plus, you’ll get additional tips and tools designed to help you retire with confidence and peace of mind.
Find yourself thinking about retirement? It’s a big decision with a lot to consider: financial impact, lifestyle changes, timing, just to name a few.
Download our checklist to help you stay organized and feel more confident as you plan for retirement.
Here’s what you’ll find inside:
- Reflect on What’s Most Important to You
Think about what a rewarding retirement would look like to you. - Explore Retirement Healthcare Coverage Options
When your employer coverage ends, it’s important to know and understand all your options. - Inventory Your Assets and Liabilities
Create a balance sheet that you can maintain on an ongoing basis. - And More
Additional tips and tools to help you retire with confidence and peace of mind.
PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available.