Free checklists to help you prepare for retirement!

One Year from Retirement

A checklist for people who are one year from retirement. The countdown is on. Use this checklist to set yourself up for a smooth transition into retirement.

Two to Five Years from Retirement

A checklist for anyone who is two to five years away from retirement. Use this checklist to get yourself on track over the next 5 years. Retirement is getting closer and you are in one of the most important and overlooked money phases in your lifetime.

Six to Ten Years From Retirement

A checklist for anyone who is six to ten years away from retirement. Use this checklist to help make sure you’re on track.

First Year of Retirement

A checklist for your first year of retirement. It’s time to check-in and see how everything is going.

20 Biggest Mistakes

Use this checklist to make sure you’re avoided the most common mistakes we see people make when approaching retirement.

AT&T Emergency Retirement Checklist

This checklist is written specifically for people who may be forced to retire unexpectedly and need some quick guidance.

Defend your Retirement

Use this checklist to better understand the services we provide in our planning process.

Disaster Preparedness Checklist

Use this checklist to better understand the key events that can unexpectedly derail a retirement.

Pursuing a Better Investment Experience

Use this checklist to better understand some key investment principles to help improve your odds of success.