finance 2

Retirement Planning

How to Plan Your Retirement Whether You’re 20 or 80: Get Started with this Simple Retirement Checklist for Each Stage of Life

Retirement planning doesn’t have to be complicated.  You don’t need a degree in finance, and you don’t have to read a bunch of books to understand the important action steps. For the bulk of your working years, there are just a few important and very simple actions that need to be done right. The rest can be figured out in the years immediately preceding the day you retire.

That is why we created this retirement planning checklist: to demystify the vagueness around retirement planning, simplify the process where appropriate, and provide a step-by-step guide so that you can do those few important things right at each stage of your life.

This retirement planning checklist is an easy-to-use reference for people who have other things to do besides get a degree in financial planning.

Key Ideas:

  • Discover the no-brainer first step everyone must do – starting today!
  • Find out which advanced strategy is seldom used but amazingly powerful.
  • Learn why formal retirement planning too early is actually a bad idea.
  • Uncover the exact action steps required in the years immediately before retirement.