How to Prepare for Retirement Day  

You likely have an idea of what you’d like to do in retirement, but first you need to put yourself in a financial position to make your goals possible. Meeting with your financial professional can help determine what kind of budget you have to work with and the steps you can take to help save for retirement.

Here are a few other things to put on your checklist before retiring:11

  • Position your retirement portfolio to help protect a portion of your assets during market declines and ensure your planned income stream can continue even if you sustain losses
  • Regularly evaluate your retirement assets
  • Make sure you have a liquid fund for emergencies and other unexpected expenses
  • Figure out when you will sign up for Medicare and Social Security

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1Tom Sightings. U.S. News & World Report. Dec. 24, 2013. “10 Items for Your Retirement Checklist.” Accessed Sept. 12, 2016.

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