Hello!

If something’s worth doing, it’s worth doing right. There’s a particular time of life this phrase couldn’t be more appropriate—retirement!

But how can you know whether you’ve “got it right” for retirement? After all, life can be so unpredictable. As you look forward to living the retirement you’ve always imagined, you may find yourself wondering if you’re truly ready.

You’re not alone. Nearly everyone approaching retirement shares some of the same concerns:

  • Have I saved enough?
  • What will happen if there’s another stock market downturn?
  • Will changes in politics and policies affect me?
  • How will increased tax rates take a toll on my income?
  • What if I need to go into a nursing home?

Wouldn’t it be nice to retire with confidence? It is possible. The Stuart Retirement Review Checklist Challenge is a great first step to measure your retirement readiness. We’ll be happy to help you complete the checklist so you can live the retirement you have always imagined.

Thank you for taking the challenge!