When you retire, you’re doing more than just ditching your briefcase, kicking back and relaxing. Retirement is a mental, emotional and financial transition that requires advanced planning. To ensure a smooth transition, be sure to give a lot of thought to how you will spend your time—and your money. Fill out this worksheet to keep track of your goals as you approach retirement so you can make your dreams a reality.
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Fifty years ago, it wasn’t at all unusual for an individual to work his or her entire adult life for the same company. Today, however, by the time they reach age 50, the average baby boomer will have held nearly twelve different jobs.1 As a result, many people find themselves juggling multiple legacy retirement accounts that they’ve maintained at previous employers.