Do you know how much income you'll need in retirement?
Do you have a written retirement plan?
Are you confident your savings will last your lifetime
Do you understand how market changes impact your plan?
Have you planned for healthcare and long-term care costs?
Do you have a tax-efficient withdrawal & transfer strategy?
Have you reviewed your Social Security options?
Do you know your risk tolerance in today's market?
Is your investment strategy aligned with your retirement timeline?
Do you have a legacy or estate plan in place?