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Category:
Retirement/Decumulation
Updated

Pre-Retirement Issues

Updated 06/01/2025

What Issues Should I Consider Before I Retire?

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
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
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