Beyond income, expenses and insurance, preparing for retirement is a opportunity to ensure your legal affairs are in order. Consider creating or updating important records.
Items to review and update:
- Beneficiary designations
Financial institutions (banks, credit unions)
Employer
Investment companies
Retirement plans
Life insurance policies
- Emergency contacts with appropriate agencies and institutions
- Mailing address on record with agencies and institutions
- Living will or trust
Search the internet for free online services or contact the Employee Assistance Program for assistance.
Get Organized
- Centralize your records in one place. Include copies of important documents.
- Create a contact list of financial information (life insurance, wills, trusts etc.) for your family and yourself in post-retirement.
Return to the Retirement Planning Guide and Resources