Pre-Retiree (Ages 55+)

Prepare for Financial Independence

• If you plan to stay in your current home in retirement, have a plan to pay off your mortgage

• Contact a financial advisor to check on your progress and see if you are on track for retirement

• Have a backup plan in case you leave the workforce earlier than expected due to illness or layoff

• If you plan to retire before 65, know what to do for health insurance prior to Medicare kicking in

• Understand the decisions you need to make for Social Security and Medicare

• If you’re not planning to stay in your current home, have a plan to move and/or downsize