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PLANNING
TO
RETIRE!
MORE RESOURCES
ACTIVATE YOUR LEARNING
CALCULATORS
CHECKLIST
DISCUSSION BOARD
HOBBIES
FINANCES
PROTECT
LEGACY
SELL YOUR BUSINESS
TRAVEL
SPIRIT
RELOCATION
HEALTH
FORMS
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BETA
RETIREMENT
CHECKLIST
Hi, Tom!
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PROGRESS METER 5%
1. FINANCIAL
Current Savings ✓
Calculate Savings ✓
Surplus Summary
Plan of Attack!
Life Insurance
Estate Trust
Reverse Mortgage
Long Term Care
Annuity
2. HEALTH
Medicare
Mobility
Prescriptions
Diet
Exercise
Continuing Ed
Spirituality
Volunteerism
Travel Planning
3. LIFESTYLE
Real Estate
4. TRANSITION
Social Security Forms
Medicare Forms
DMV Forms
Helpful Checklists
Family Input
Tom, let's see how your retirement changes with lifespan and spending habits.
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