Pre-Retiree

You have worked very hard and built a career you can be proud of, bought your family home and raised your family, and sent (or in the midst of sending) your kids to college. But you have a lot of working left in you and it is time to take stock in your retirement planning.

Whether you worked for a corporation or if your name is on the door, it is never too early to begin to ensure that what you are doing is all you need to do for the next 10, 15, or 20 years.

• What else might I be doing so I am prepared for a retirement that will allow me the lifestyle I want?
• Have I maximized my retirement contributions?
• Are the investment choices in line with my goals?
• How does my pension factor into my plans?
• What about my stock options?
• Do I have enough insurance coverage, health and life?
• Have I created and finalized my estate planning documents to ensure my family is protected?
• Am I on track for retirement and all the other goals I have?