Retirement Ready: The 10-Year Checklist

Need a Retirement Checklist? In this segment, Chris Boyd and Jeff Perry review a
recent article from Kiplinger’s Magazine, “Ten years before you retire is a good time to
start preparing so you're in great shape when the time comes.”   Chris and Jeff cover the
first half of the article, which includes:
 Save what you can and think about how you want to live.
 Fine-tune your investments — allocation, allocation, allocation. 
 Go prospecting — look for money you may have forgotten about.
 Make plans and give them test drives.
In a future segment, Chris and Jeff will continue this discussion on the remainder of the
Retirement Checklist. To read the mentioned article on this subject, see the link below:

https://www.kiplinger.com/retirement/retirement-plans/checklist-for-retirement-planning

If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.

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