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When I meet with a Financial Planner for the first time, what is the typical process?
Retirement can be both one of the most exciting times and one of the most stressful times
in a person's life.  We are taught from a variety of sources how to save for retirement, but
no where are we taught how to retire!

Retirement Timeline is designed to solve that problem.

The act of retirement is a process in itself and there are several questions that arise.  

For Example:  
  • Do I even have enough money to retire?
  • When do I need to apply for Social Security Benefits?
  • Do I need a written plan?
  • If so, how formal does it need to be?

Our  mission is to help people understand what they need to know and when they need to
act to create a comfortable retirement and eliminate any anxiety around the process.

Search by age or determine how far from retirement you are, and make sure you are on
track to meet your goals.  More importantly, make sure you don't overlook any vital items or benchmarks you need to establish.

We have compiled  these checklists, news articles and frequently asked questions with hopes they will help you answer any questions you may have.  We gathered input from industry professionals and sources that we consider topic experts to give the most useful and reliable information.

If we have not answered your question or if you would like more information on a topic, please ask.  Simply click here to submit a question to the editor.  We will respond to you directly and if we feel your question will help others we will make it a permanent part of the website.