How’s it going?

Your timeline: Recently retired

Congratulations on your “graduation”! As you’ve likely witnessed, the transition into a retirement lifestyle can be gentle and gradual for some people or a quick and dramatic transformation for others. In either case, it’s important to take stock of how things are going from time to time.

Get used to the change of pace

While the pace may have changed, it’s a good idea in early retirement to maintain your regular meetings with your financial advisor. This will help you monitor and fine-tune your plan and investments.

This section summarizes three common retirement lifestyle and financial considerations that typically need to be addressed early in your post-work years – normally within six months to a year of retirement. A detailed checklist follows, packed with timely points to discuss with your financial advisor.

Use this section to:

Take a fresh look at your finances
Review all your income sources
Plan for the years ahead
Evaluate growth needed from investments
Go through early retirement checklists