Plan for the Retirement You Deserve
Will You Be Ready When It’s Time to Retire?
This checklist helps you assess your readiness—and shows you what gaps to fill before you stop working.
From income planning to healthcare to lifestyle goals, retirement is more than a savings number. This worksheet gives you a comprehensive way to evaluate what’s already in place—and what needs attention. Whether you’re 5 years out or already retired, it’s never too late to plan smarter.