Time for Your Pre-retiree Checklist?

Like everyone, you want to enjoy a comfortable lifestyle when you retire. But a successful retirement doesn’t just happen – it requires a lot of planning. And that’s why it’s a good idea to draw up a “pre-retiree checklist.”

Such a checklist might look like this:

__Twenty years before retirement: Try to estimate a “price tag” for your retirement, incorporating a variety of factors – where you might live, how much you might travel, what activities you’ll pursue, and so on. Then, assess if your retirement savings are on track to help you meet your expected costs. From th...