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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 3/15/2021
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— Chris, an advisor in Illinois
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
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