Retirement Planning Checklist

A retirement planning checklist is essential for ensuring a secure and comfortable retirement. Key items to include are: assessing your current financial situation and future needs; calculating how much you need to save and invest to meet your retirement goals; reviewing and optimising your superannuation contributions and investment strategies; understanding your expected retirement income sources, including pensions and savings; planning for healthcare and insurance needs; and preparing for any estate planning considerations. Regularly updating your checklist and adjusting your plan as needed can help you stay on track and achieve a fulfilling retirement.

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retirement planning checklist