Retirement Checklists & Budget Worksheets

Need a checklist or budget worksheet to plan for retirement? You got it! Just sign up above for access to all of these checklists.

1. Are you one-year away from retirement?
Use this checklist to set yourself up for a smooth transition for the future years to come.

2. Are you five-years away from retirement?
Use this checklist to plan for the next 5 years to come.

3. Hiring a financial advisor?
Use this checklist to help navigate through the decision-making process when hiring an advisor. 

4. Are you planning for retirement taxes?
Use this checklist to help sidestep some of the most common retirement tax blunders. 

5. A Healthcare checklist for people retiring before 65 

Use this checklist to make sure you’re not forgetting any important steps or dates. 

6. A Healthcare checklist for anyone retiring 65+ 

This checklist is written specifically for people 65 and over. Use it to make sure you’re not forgetting any important steps or dates. 

7. A Social Security checklist for when you approach retirement. Use this checklist to know what steps you should take as you plan for retirement.

8. A checklist for women approaching retirement 

Use this checklist to help guide you towards a secure financial future. 

9. A budget worksheet for those that are single or living alone
Use this worksheet to help get your income and expenses organized.

10. A budget worksheet for Married Couples / Partners
Use this worksheet to help get your income and expenses organized.