It’s time to dive into planning everything about your retirement from your lifestyle to your finances. Your to-do list may feel overwhelming! Luckily, we’ve put together this checklist of 10 action items you can take starting today as you look to set yourself up for success.
Start by reviewing your beneficiaries and make a point to review them at least once each
year. Next, update your will, and think about reaching out to an estate planning attorney to put together a health directive and Power of Attorney (POA).
A CERTIFIED FINANCIAL PLANNER™ can help you create a retirement plan that’s unique to your goals and values. CFP® professionals have been trained as comprehensive financial planners, and are held to a standard of continuing education that other financial professionals may not be.
We begin every client relationship with a conversation – complimentary, casual, and pressure-free. We take time upfront to get to know you, your unique goals, and outline how Cornerstone may be able to help you. Fill out this form to schedule yours today.