FREE EBOOK DOWNLOAD
RETIREMENT CHECKLIST
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What’s Inside the checklist?
This checklist covers the key areas of financial planning, without the overwhelm:
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SET YOUR GOALS
identify your top retirement goals and when you’d like to retire.
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KNOW YOUR FINANCES
Review income, expenses, savings, retirement accounts, and insurance benefits.
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PLAN YOUR INCOME
Estimate your retirement needs and create a tax-efficient withdrawal strategy.
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MANAGE HEALTHCARE
Ensure Medicare and long-term care plans are in place.
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SECURE YOUR ESTATE
Update wills, trusts, and designate beneficiaries for peace of mind.
DOWNLOAD YOUR FREE CHECKLIST HERE
Download your free retirement planning checklist now and take the first step toward a secure and fulfilling future.
WHY CHOOSE TUSHAUS WEALTH MANAGEMENT
SPECIALIZED EXPERIENCE
we have decades of experience in financial planning
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PERSONALIZED GUIDANCE
For those close to retirement age -
or younger
PROVEN STRATEGIES
That align with your retirement
goals