Retirement Toolkit
Get instant access to our Retirement Toolkit plus updates when I postnew articles to the site. Subscribe for free below.
What’s in it?
- 5 Page Retirement Countdown Checklist
- Retirement Budget Worksheet
- 8 Habits of Successful Retirees Poster
- Annual Estate Plan Review Checklist
- Annual Retirement Review Checklist
- Social Security Timing Calculator
- Time Budget Worksheet
- Medicare Guide
- Social Security Guide
- Estate Planning Guide
- 10 Questions to Ask Your Spouse Before you Retire
- Annual Review Questions for Your Adviser
- ‘Someday’ is Here! Poster
- Financial Checkup Checklist
- 40 Lessons for Retirement and Life
7 Reasons to Subscribe
- Never miss new content. Subscribers get the latest articles delivered directly to their In Box.
- The Toolkit is loaded with worksheets, checklists and guides to help you plan your retirement (with new stuff added regularly).
- Did I mention it’s totally free?
- No one hates spammers more than me. Your information will never be shared with anyone. A-N-Y-O-N-E.
- As John Wooden said, “Little things make big things happen.” Subscribe and you’ll be making a little progress each week toward the retirement of your dreams.
- I periodically have “subscribers only” contests and giveaways. In the past that has included things like books, one-on-one coaching and a free Kindle.
- If you decide it’s not for you, just hit “unsubscribe” anytime.