Skip to main content
Retirement checklist reboot

Mature businessman examining documents at desk in office

How have your priorities changed over time?

As you move through life, it’s not uncommon for goals and priorities to change. What you imagined retirement to be when you were in your 20s and 30s may not be at all what you’re imagining in your 40s and 50s. And you’ll probably continue to fine-tune your plans as retirement continues to come into focus. 

Tracking your needs

One of the ways to stay on track is to periodically run through a checklist of key retirement items to help you to continue to refine your retirement goals. Sometimes seeing the numbers in writing can be very helpful. Be sure to print and complete this retirement needs checklist.

Update as needed

The following are some items worth revisiting annually:
Review/update your beneficiaries.
Calculate your net worth and make adjustments as needed. Download Net Worth guide
Review your investments and retirement plans to make sure they are in line with your risk tolerance.
Imagine your retirement and discuss with your loved ones.
Take an inventory of any legal/financial documents and update as needed.
Check your retirement account(s) contribution level(s) and increase contributions if you’re able.
Consider other products, including whole life insurance, annuities, long-term care and real estate — to increase your post-work income stream.

By reviewing your retirement needs and making adjustments to this retirement checklist, you’ll have peace of mind that you’re doing what you need to do to have a financially healthy retirement.

OneAmerica Financial is the marketing name for the companies of OneAmerica Financial. Provided content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice.