Retirement Checklist: Check Off These 7 Things Before You Retire

Half of Americans admit they have zero retirement preparedness. Most don’t even have real income plans. Joe Anderson, CFP and Big Al Clopine, CPA walk through actual cash flow projections, market loss recovery strategies that don’t blow up your timeline, and the Medicare enrollment and Social Security calls that can make or break your plan. Retirement planning doesn’t have to be this complicated. Grab your list. It’s time to check some boxes.