So, You are Thinking About Retirement?

Whether you are thinking of retiring next month, next year or sometime in the next five years, it makes sense to first gauge your emotional and financial readiness for retirement.

In this guide, you will contemplate various considerations for your decision, from emotional readiness to outliving your assets, inflation, losing a spouse, healthcare, and long-term care expenses, how to time your retirement and evaluating an early retirement offer to understanding taxes in retirement. To help, you will find checklists for evaluating your income needs, a retirement income organizer, and a Transitioning into Retirement checklist.