Enjoying Retirement

Getting organized now means you'll be able to focus on what matters most later. Here are some tips to keep in mind.
Collin Crowell Aug. 31, 2020 4 minute read

Ready to roll up your sleeves and get started?

1. Take stock of your retirement benefits

Tip: An advisor can help you figure out how to organize your information and maximize these income sources.

2. Trim your spending

Tip: Find out if you can save money on housing, utilities and phone bills by moving, refinancing or switching providers.

3. Streamline your bank accounts

Tip: Don't forget to take a closer look at new banking benefits and packages that may better suit you for this new stage in life.

4. Consolidate your credit cards

Tip: Before you shift money among cards, find out if there are balance-transfer fees.

5. Purge the paper

Tip: Consider storing important documents in several places, including your computer and an external hard drive.

6. Line up your insurance policies

Tip: Be sure to shop around for the best rates and terms to make sure you're getting the best value.

7. Dust off your will

Tip: If you don't have a will, get legal and financial advice to make one that best suits your estate needs.

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