Pre-Retirement Checklist
Investing is a good way to accomplish your financial goals. At Foster Group, we’ll provide guidance to help bring clarity and confidence every step of the way.
Pre-Retirement Checklist
Investing is a good way to accomplish your financial goals. But first, set some goals to guide your decision making process.
A practical guide to help you plan with confidence
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.
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.