Retirement Checklist

Finances

  • Do some research to be sure your plan matches your needs and budget.
  • Discuss it with beneficiaries.

Lifestyle

  • Be sure to investigate employee benefits before doing so.
  • Find Bed & Breakfasts.
  • Find a school.
  • Start a company.
  • Find a gym or personal trainer.
  • Find a website design company.
  • Find a language school.
  • Find pet services.
  • Find health care options.
  • Perhaps renovate your home or go green!

Location

  • ).
  • Consider things like proximity to transportation hubs, hospitals, family and friends, etc.
  • Research the market and find a realtor.
  • Enlist the help of a real estate agent.
  • See our Buy a House checklist.
  • Find a property management company.
  • (Such as walk-in bathtub, door handles, wheelchair accessibility, etc.). Find tradesmen.