It can be overwhelming to prepare for retirement. As you think through the next new exciting chapter of your life journey, it's important to do what you can to plan and get ready. Small decisions that you make before leaving the workforce can have a big impact on how your next chapter goes.
My biggest tip for you as you get ready to stop working, make sure you know how you will spend your days. Not only the short-term projects you're excited to tackle when you aren't punching the clock, but what will your daily schedule look like? Is there a non-profit you want to get involved with? Is there a side-gig you want to start doing? Dream big!
The team at Claremont Financial Services has come up with a CFS Pre-Retirement Checklist before you officially retire that we want to share. This list will help you set up your financial future health while you figure out your mental and physical health.
If you need help structuring your financial future, we are here to help you!