Retirement might feel far away... but the legacy you want to leave starts today. 
You don’t have to be close to retirement to start planning for it. In fact, the earlier you prepare, the more options, freedom, and impact you’ll have later. 
Here’s a simple pre-retirement checklist that can help you build a strong foundation now, and pursue a legacy that lasts:
Take Inventory of Your AssetsTrack your savings, income, investments, and debts. Knowing where you stand financially is the first step.
Determine Your Retirement NeedsThink long-term: Where do you want to live? What lifestyle do you want? Planning now helps you design the future you want.
Decide When to Take Social SecurityYou can’t claim it yet, but knowing how it works will help you make smart decisions down the line.
Create a Withdrawal PlanLearn how different retirement accounts work and how to eventually access your money in a tax-smart way.
Review Your Insurance OptionsHealth coverage is one of the biggest costs in retirement. Understanding your options early sets you up for success later.
It’s never too early to take control of your financial future. Start now, and set the stage for a life — and legacy — you’ll be proud of.
Call: 901-757-5757
Email: information@shoemakerfinancial.com