A Simple Retirement Checklist: Part 1

December is here, the days are getting colder, and before you know it the holidays will be upon us.

Leading up to the New Year I thought I'd give you a simple retirement checklist to think about. I'll spread it out over the next few weeks so you can think about a few at a time.

Best Regards, Gene

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A Simple Retirement Checklist:
Part 1

Here are some retirement planning ideas that work whether you’re wealthy or a successful business owner or someone just getting by. I developed this simple retirement checklist because no matter what your situation, planning for retirement can seem overwhelming.

With this post and three more that will come soon you’ll gain basic ideas on simple steps you can take.  Just tackle one idea at a time. Don’t worry about getting everything done today. Get started. So let’s do that:

1. Build Your Financial Intelligence
No matter what your age or level of financial knowledge, you can always benefit by knowing more. Keep learning about investing, personal finance, saving, and retirement. Read books, listen to audio courses, attend a financial seminar, visit informative financial websites, and study the investment masters. Learn what works and what doesn’t work with saving and investing.

2. Take Care of Your Spouse
If you’re married you need to plan for two. Many people don’t realize that their spouse might outlive them by 10 years or more. Plan for this contingency.  You want to be sure you have enough recurring retirement income to cover both your spouse’s and your own lifetime.

So that’s it. Just work on those two items. Return to this space in a week or so and I’ll have two or three more ideas for you.

If you would like to read the entire checklist click here.

Questions? Comments?   As always, feel free to drop me a quick comment or question. Call 203.453.1017 or e-mail geneoffredi@netzero.net.