Getting Ready for Retirement
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- Take advantage of your workplace
plan and save enough to get the full
benefit of your employer match
contribution.
- Pay off your credit cards.
- Make a list of your assets by
detailing all of funds available, i.e.
any IRA, Money Market accounts, etc.
- Research long term care insurance.
(health care, life insurance)
- Where are you going to live?
Is it better to downsize to a less
expensive home?
- Find out what income your can
expect:
- Review your social security
statement and contact the Social
Security Administration office.
Apply for Social Security three
months before you want your first
check
- Contact past and current
employers to see how much you have
saved up in pensions and/ or 401k
accounts
- Create a tentative budget
- Set a date
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