fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Already a Member? Login
Need Help?
Refer Friends
Guide Recommendation Tool
Go Back
Category:
General, Retirement / Decumulation

What Issues Should I Consider Before I Retire?

This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.  It’s structured as follows:

  • Cash Flow Issues
  • Health Insurance Issues
  • Asset & Debt Issues
  • Tax Planning Issues
  • Long-Term Planning Issues
  • Other Issues

 

Updated for 11/15/2021

Related Guides
What Issues Should I Consider When Having (Or Adopting) A Child?
Category: General
What Issues Should I Consider For My Aging Parents?
Category: General
What Issues Should I Consider When Buying A Home?
Category: General, Assets and Investment Planning
What Issues Should I Consider If I Lose My Job?
Category: General, Working / Accumulation Phase
What Issues Should I Consider During My Divorce?
Category: General
What Issues Should I Consider When Getting Married?
Category: General
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
Category: General, Insurance Planning
What Issues Should I Consider If I Get A Promotion Or Raise At Work?
Category: General, Working / Accumulation Phase
What Issues Should I Consider When Starting A New Job?
Category: General, Working / Accumulation Phase
What Issues Should I Consider If I Experience A Sudden Wealth Event?
Category: General, Working / Accumulation Phase, Estate Planning
What Issues Should I Consider When Starting Out Financially?
Category: General
What Issues Should I Consider When Moving Out Of State?
Category: General, Assets and Investment Planning
What Issues Should I Consider When Selling My Home?
Category: General, Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?
Category: General, Estate Planning

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
Become a Member

Recent Blog Posts

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.
Close