Retirement Plan Checklist
Download Your Copy
What’s Inside the Retirement Plan Checklist?
30 Items to Check Before Retirement
Assess your retirement readiness in the following areas:
Date-Based Timeline of Events
Track your progress based on what you should be doing when you are:
- 10-15 years from retirement
- 5 years from retirement
- 2-3 years from retirement
- 1 year from retirement
Age-Based Timeline of Events
Prioritize your retirement planning based on key decisions to make at these ages:
- 50, 55, 59.5, 60, 62, 65, 66–67, 70, 72
Who is Modern Wealth Management?
Dean Barber founded Modern Wealth Management over 25 years ago to give people clarity, confidence, and control when planning for retirement. Now with three Kansas City-area locations, our team of CFP® Professionals, CPAs, estate attorneys, and insurance specialists work together to help you achieve your financial goals.
What Makes Us Different?
The Guided Retirement System™ is our comprehensive financial planning process that begins roughly a decade prior to your desired retirement date and goes through the entirety of your retirement. Our integrated wealth management services include investment, tax, estate planning, and risk management.