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Free checklists that help you prepare for retirement.
Are you:
At Atlas Financial, our goal is to help you retire with confidence!
Review our list of check-lists below, and get access to all of them immediately after filling out our form!
Free checklists that help you prepare for retirement.
Are you:
At Atlas Financial, our goal is to help you retire with confidence!
Review our list of check-lists below, and get access to all of them immediately after filling out our form!
Forms are all printable and can help educate you so that you can save money when you retire.
1.
Are you one-year away from retirement? Use this checklist to set yourself up for a smooth transition for the future years to come.
2. Are you five-years away from retirement? Use this checklist to plan for the next 5 years to come.
3.
Hiring a financial advisor? Use this checklist to help navigate through the decision-making process when hiring an advisor.
4.
Are you planning for retirement taxes? Use this checklist to help sidestep some of the most common retirement tax blunders.
5. A Healthcare checklist for people retiring before 65
Use this checklist to make sure you’re not forgetting any important steps or dates.
6. A Healthcare checklist for anyone retiring 65+
This checklist is written specifically for people 65 and over. Use it to make sure you’re not forgetting any important steps or dates.
7.
A Social Security checklist for when you approach
retirement. Use this checklist to know what steps you should take as you plan for retirement.
8. A checklist for women approaching retirement
Use this checklist to help guide you towards a secure financial future.
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