College of ACES | University of Illinois Extension
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Your Retirement Planning Checklist

Your Retirement Planning Checklist

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Price: $19.99

Planning for retirement is something you’ve been meaning to do. Right? You plan well and you will retire well. It sounds so simple. But where do you start? What information do you need? How will you know which steps to take and when to take them? How will you get it all organized? Creating a plan for your retirement can be overwhelming, but there is help—

Your Retirement Planning Checklist provides a systematic approach to retirement planning. The eight checklists serve as organizing tools and reminders that will help you stay on track as you develop your plan and update it over the years. The topics included in this package cover:

  • gathering the information you need and storing it efficiently for future use
  • timing your retirement so that you reap all the benefits from your years of hard work
  • understanding your pension—a necessity if you want to develop an effective strategic plan
  • investing wisely for the best possible returns
  • exploring sources of retirement income to ensure that your golden years are truly golden
  • handling risk management so the unexpected won’t jeopardize your retirement plan
  • planning for disability and death, not pleasant topics but even more devastating if you haven’t planned
  • addressing personal and family issues that will have an impact on your retirement years

You’ll also receive a list of recommended resources for up-to-date financial planning guides, both in print and on the Web. All housed in a durable storage portfolio with labeled file folders to keep your important documents organized and easily accessible.

The University of Illinois Extension Consumer and Family Economics team helps individuals and families make informed decisions about daily budgeting and long-term financial planning.