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Covenant Wealth Advisors is a private wealth management and fee-only financial planning firm that helps individuals retire without the stress of money.

The Ultimate Retirement Checklist

Identify key issues to consider before you retire with this handy checklist.

Learn over 30 key issues to consider before you retire with this free templatate 

With retirement being the #1 financial concern for individuals and families, understanding obstacles in retirement has become an essential step in planning for your next 30 years.

 

In fact, individuals with a plan are twice as likely to reach their goals than those who don't plan, according to Boston consulting group.

Strong pensions are becoming harder to find at U.S. employers. But, even if you have a pension, the rising costs of healthcare makes it imperative that you understand all of the considerations necessary for a comfortable retirement. 

This checklist covers six key categories every retiree should think about before retiring. You'll receive clear action items to consider in each category to help you avoid money mistakes and take advantage of opportunities to make your money last.

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By completing this checklist, you will:

Identify cash-flow issues to consider as you plan for retirement.

Learn about key health insurance considerations and issues.

Understand powerful asset & debt issues that may impact your retirement.

Better understand long-term planning issues for your beneficiaries.

Better understand tax planning issues to consider.

Identify other issues you need to consider.

TAKE A PEEK INSIDE THE CHECKLIST

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We will always keep your personal information safe. We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the Covenant Wealth Advisors site to your needs; (b) send our free retirement and investing insights newsletter 1-2 times per month. You can read more about our privacy policy here.

Is this really free?

Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have retirement questions!

 

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