Retire On Your Terms

Life Changes Checklist

Life changes in a hurry, and those changes can have a major impact on your retirement savings. The Insured Retirement Institute Life Changes Checklist helps you organize and visualize many major events or circumstances that will have positive or negative impact on your retirement preparedness. Take a yearly inventory with this checklist and consult a financial advisor to learn how best to adjust your retirement plan.

Click to download the Life Changes Checklist