Skip to Content
Investing Specialists

A Retirement Readiness Checklist

Determining if you're on track to retire can be more manageable if you break it into smaller steps.

This article previously appeared on Aug. 14, 2020. 

As the mother of six kids, one of whom had special needs, my mom was organized, to say the least. She carefully calibrated her schedule to accommodate her many responsibilities and she relied on lists, always lots of lists, to keep everyone and everything on track. My sisters and I once found a checklist of to-dos, complete with addenda for packing the suitcases and food, that she had written before a family vacation. It was as detailed as if she had been a military general taking us all into battle.