Are You Ready to Retire?
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- Jack Wade
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1 Are You Ready to Retire? We have developed the following checklist to help you identify the areas where you need to concentrate your efforts. A checklist is an excellent way to organize and prepare for your retirement. The subject areas may include: Personal matters Financial considerations Legal affairs Housing options Health matters Free time activities Emotional effects Please read the questions and indicate whether you are currently taking action on the issue, plan to work on it, or have not yet looked into it. You should review this checklist on a periodic basis to make sure that you are making progress in achieving your retirement plan.
2 PERSONAL 1. Tell me more about your decision/plans to retire: Yes No Maybe 2. Are you looking forward to retirement? 3. Are you planning to work after retirement? 4. Has this decision been shared? If so, whom with? 5. Is your spouse/partner retiring with you? I have I am currently I haven t FINANCIAL 1. I have a clear idea of my income stream(s) 2. I have a solid understanding of my expense needs in retirement 3. I have organized my personal financial records 4. I have downloaded my Social Security statements & confirmed that they match mine and have an estimate of the benefits I can expect 5. I know about Social Security Strategies and how to maximize my benefits; I have made an analysis of my situation and decided when is the best time to take Social Security Benefits 6. I know how to sign up for Social Security 7. I have contacted my personnel office and asked for a pension benefit calculation [if applicable] as well as confirmed my retirement benefits 8. Is there anyone else who will be depending on you in retirement [parents, adult children, grandchildren]? 9. I have discussed the tax implications of retirement with my accountant
3 LEGAL 1. I have an estate planning attorney 2. I have had a will and other estate planning documents drawn up and the beneficiaries are up to date [Date: ] HOUSING 1. I have thought about my housing needs now and in the future 2. I have looked into retirement communities 3. I have explored alternatives to my current living arrangements such as apartments, cooperatives, condos, and mobile homes 4. I have thought about the closeness of my home to the public transportation system and hospital to see if it is suitable for my future retirement years 5. I have thought about my present community and the possibility of relocating 6. I have conducted a safety check of my home
4 HEALTH 1. I have had a recent physical and have annual physicals 2. I participate in a regular exercise program 3. I have assessed my personal habits and have made the necessary changes 4. I have a complete record of my health history 5. I know when and how to sign up for Medicare 6. I have explored supplemental insurance options 7. I have planned for long term care costs 8. I have a healthcare Power of Attorney & Medical Directive SPENDING YOUR TIME 1. I have considered the amount of additional time I will have in retirement and thought about how to use it (If married/in relationship, we have considered ) 2. I have explored new activities/hobbies and started experimenting with some 3. I have developed a daily/weekly activity plan 4. I have found meaningful activities that will give me a reason to get up every day
5 EMOTIONAL 1. I have explored how my retirement will affect my relationship with my spouse/ significant other 2. I have examined the needs which are currently fulfilled by my job and planned on how to meet those needs during retirement
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