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    PLANNING TO RETIRE!

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    © 2016 by Planning to Retire, LLC

    ABOUT PLANNING TO RETIRE

     Retiring isn't easy, but it can be enjoyable. Our mission is to help you successfully transition into retirement. The PlanningtoRetire team is focused on enabling you to quickly find resources, gain knowledge and to grow into this new chapter of your life.

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    1. FINANCIAL

    Welcome back, Tom!                            Logout 

    PROGRESS METER  2%

    Tom, Congrats! You've taken the first step towards a solid retirement plan!

    BETA

    RETIREMENT

    CHECKLIST

    a. Current Savings
    b. Calculate Savings
    c. Surplus Summary
    d. Plan of Attack!
    i. Life Insurance
    ii. Estate Trust
    iii. Reverse Mortgage
    iv. Long Term Care
    v. Annuity
    2. HEALTH
    a. Medicare
    b. Mobility
    c. Prescriptions
    d. Diet
    e. Exercise
    e. Real Esate
    d. Continuing Ed
    c. Spirituality
    b. Volunteerism
    a. Travel Planning
    3. LIFESTYLE
    4. TRANSITION
    a. Social Security Forms
    b. Medicare Forms
    c. DMV Forms
    d. Helpful Checklists
    e. Family Input

    POWERED BY: 

    NOTE: This is YOUR private retirement checklist. It is NOT shared with your employer. But, you can share your checklist with family (e.g. spouse, children) at any time. 

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