Your Planning Checklist Prior to Retirement

Here are planning for retirement checklists for different ages as you approach retirement.

If you have more than 10 years before retirement:

  1. Contact your retirement advisor to help lay the foundations for retirement. If you don’t have an advisor, it’s time to meet with one.

If you have between five to 10 years before retirement:

  1. Revise plans based on any changing circumstances or how close you are to retirement.

If you have fewer than five years before retirement:

  1. Take stock in your savings, investments, and income sources in retirement.

If you plan on retiring within one year:

  1. Review your situation based on your previous goals.



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HUB International

HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.