Dec. 18, 2023

Retirement Checklist – Part 2

Retirement Checklist – Part 2

Following up a recent episode, Chris Boyd and Jeff Perry return to a conversation of using a Retirement Checklist as you enter or are in retirement.  This week Chris and Jeff go over: Considering Medicare and Medigap deadlines. Planning for...

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Following up a recent episode, Chris Boyd and Jeff Perry return to a conversation of using a Retirement Checklist as you enter or are in retirement.  This week Chris and Jeff go over:

Considering Medicare and Medigap deadlines.

Planning for long-term care needs.

Simplifying your financial life.

Planning to retire TO something, not FROM something.

Developing a daily routine for retirement.

Spending your money.

To read the mentioned article on this subject, see the link below:

https://www.kiplinger.com/retirement/retirement-checklist-are-you-ready-to-retire

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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