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Jan

Getting Ready to Retire in 2024? Read My 12-Month Checklist to Prepare
By Colleen Weber, CFP®, CPA
Your moment of retirement has almost arrived! With only 12 months left until your official retirement date, you are nearing the finish line after years of hard work. What an accomplishment! It’s an exciting time of life, and yet, it’s important to remain focused to ensure your retirement plan goes as smoothly as possible. To support you through this transition, I’ve created a checklist of the key steps you need to make during this last year before financial freedom becomes real. Read on to utilize this checklist to keep you on track.
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