Checklist

Talking about money, legacy, and values as a family isn’t always easy...but it’s important. This checklist gives you simple prompts to help start those conversations, making it easier to plan ahead with clarity and confidence. Use it as a guide to be sure nothing meaningful gets left out.

Preparing for retirement means more than just saving money, it’s about turning what you’ve built into dependable income. This checklist highlights the most important things to review before you step away from work, from taxes to lifestyle needs. Use it to feel confident as you approach the next chapter.

When you inherit assets, taxes and timing can impact how much you actually keep. This checklist walks you through the most important questions to ask so you understand your options before making decisions. It’s designed to help you protect the value of what’s been passed on to you.

Leaving a job often means big financial decisions are suddenly on your plate. This checklist helps you sort through key questions about income, benefits, and taxes so you can make confident choices for your future. Use it as a guide before making any moves with your retirement savings.

Losing a spouse is overwhelming, and financial decisions may feel impossible in the midst of grief. This checklist helps you know what to handle right away and what can wait until later, giving you a clearer path forward. Think of it as a step-by-step guide to help ease the burden during a difficult time.

If you’re offered early retirement or a voluntary separation package, the decision can feel overwhelming. This checklist gives you straightforward questions to think through so you can weigh the pros and cons carefully. It’s here to help you step into the next phase with eyes wide open.

Annuities can look appealing, but they’re often complicated and not always the right fit. This checklist gives you the important questions to ask before you commit, helping you see the real costs, risks, and potential benefits. It’s designed to slow down the sales pitch and give you clarity.

Choosing the right advisor can make all the difference for your retirement and peace of mind. This checklist gives you the key questions to ask so you can avoid costly mistakes and find a team that truly fits your needs. It’s a simple way to make sure you’re hiring wisely.

Divorce brings a lot of emotions, and on top of that there are big financial decisions to make. This checklist helps you think through key questions about assets, taxes, and future income so you’re not left guessing. It’s a starting point to help you move forward with clarity and fairness.

Thinking about splitting your time between states in retirement? This checklist helps you plan for the financial, tax, and lifestyle details that come with being a snowbird. From healthcare to home upkeep, it gives you a simple way to be prepared before you pack your bags.

Market ups and downs can feel unsettling, but they can also create opportunities. This checklist helps you think through smart moves to make during volatility so you’re reacting with clarity instead of emotion. It’s about turning uncertainty into a chance to strengthen your financial future.

When you leave a job, one of the biggest decisions is what to do with your 401(k). This checklist helps you weigh your options, from leaving it in place to rolling it over, while considering fees, taxes, and flexibility. It’s a clear starting point to avoid regrets later.