What Issues Should I Consider Before I Retire?

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This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire. It’s structured as follows:

Cash Flow Issues
Health Insurance Issues
Asset & Debt Issues
Tax Planning Issues
Long-Term Planning Issues
Other Issues

Updated for 6/9/2020

“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”

— Ryan, an advisor in New York

“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”

— Michael, an advisor in Pennsylvania

“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”

— Michael, an advisor in California

“This is probably the best money I have ever spent. I love fpPathfinder!”

— Phillip, an advisor in North Carolina

“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”

— Victoria L, an advisor in Massachusetts

“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”

— Mike, a financial advisor

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