Something More with Chris Boyd

Retirement Ready: The 10-Year Checklist


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Need a Retirement Checklist? In this segment, Chris Boyd and Jeff Perry review a recent article from Kiplinger's Magazine, "Ten years before you retire is a good time to start preparing so you're in great shape when the time comes." Chris and Jeff cover the first half of the article, which includes:  Save what you can and think about how you want to live.  Fine-tune your investments — allocation, allocation, allocation.  Go prospecting — look for money you may have forgotten about.  Make plans and give them test drives. In a future segment, Chris and Jeff will continue this discussion on the remainder of the Retirement Checklist. To read the mentioned article on this subject, see the link below:

https://www.kiplinger.com/retirement/retirement-plans/checklist-for-retirement-planning

If you need help with financial planning issues don't hesitate to reach out to Asset Management Resources at (866) 771-8901.

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Something More with Chris BoydBy J. Christopher Boyd

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