This week is National Retirement Planning Week (who knew?)! In support of the occasion, I’ve created a handy infographic “cheat sheet” for anyone within 5 years of retirement. This Pre-Retirement Checklist Infographic is a compliment to my recent post, The Ultimate Pre-Retirement Checklist.
It joins two infographics already in the stable here at The Retirement Manifesto, with more to join in the future (I like infographics, but find it difficult to carve out the time required for their creation):
- The Bucket Strategy: Retirement Income for life.
- The Dilbert Principles Of Personal Finance: Personal Finance made simple.
Together, today’s infographic and the post on The Ultimate Pre-Retirement checklist provide a roadmap for anyone who is within 5 years of retirement. Thanks to all for your comments on the original post, I’ve updated the checklist with your suggested additions, and appreciate your interaction with my posts.
The conclusion I wrote in the original article “The Ultimate Pre-Retirement Checklist” is also appropriate for the Infographic conclusion here. The conclusion is copied below, in its original entirety:
Retirement is one of the biggest changes we face in our lives. Be intentional in your planning, and use this checklist to ensure you don’t miss any of the steps required to Achieve A Great Retirement.
I’d like to build on this checklist and hereby request that you add suggestions in the comments. I’ll add new items to the post above as your comments come in. Together, let’s build the Ultimate Pre-Retirement Checklist!
I hope this checklist is helpful for you and look forward to chatting with you in the comments, as always.