5 Financial Steps You Should Take Before You Retire

August 15, 2017

You know there are big changes coming for you. These moves will help you build a solid foundation for a financial plan for the next stage of your life.


You've worked hard for your money throughout your career, and once you retire, it'll be time for your money to start taking care of you. But before you call it quits, set aside some time to take these five financial steps. They'll help you make the transition from employee to retiree and set you on the path to a financially successful retirement.


No. 1:  Make a Social Security plan

No. 2:  Get on top of the coming changes to your health insurance 

No. 3:  Adjust your budget to fit your new circumstances 

No. 4:  Put together a cash and bonds structure for your near-term needs 

No. 5:  Think about the legacy you want to leave behind




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