12 important actions to take before retiring

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12 Important Actions to Take at Each Stage of Life Before Retiring

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Post on 27-May-2015

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  • 1. 12 Important Actions to Take at Each Stage of Life
    Before Retiring

2. Before Retiring
Step 1:Complete Your own Master Retirement Cash Flow Spreadsheet including all expenses.

  • Look at all of prior years expenses.

3. Eliminate all non-recurring expenses. 4. Determine how much cash flow you need to cover all expenses. 5. Create a separate spreadsheet for cash inflow.(Ex. Social Security, Pensions, rental revenue, etc.) 6. Update Continually.