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PROGRESS METER 2%

1. FINANCIAL

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

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

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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d. Diet

e. Exercise

3. LIFESTYLE

a. Travel Planning

b. Volunteerism

c. Spirituality

d. Continuing Ed

e. Real Esate

4. TRANSITION

a. Social Security Forms

b. Medicare Forms

c. DMV Forms

d. Helpful Checklists

e. Family Input