Seven Steps to Plan for Every Aspect of Retirement

It’s more than just getting paperwork in order, making a plan for Social Security and strategizing on taxes. Your bucket list needs some attention, too.

A couple talk with a financial adviser in his office about retirement planning.
(Image credit: Getty Images)

Retirement planning is a comprehensive process, and it is critical to prepare proactively to secure your financial future. Here’s an overview of seven important steps to help you navigate that phase of life for which you’ve worked so hard to enjoy.

1. Get organized.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Josh Leonard, Investment Adviser
Partner, Leonard Advisory Group

Josh Leonard is the president and a financial adviser at Leonard Advisory Group, LLC. He is the host of the “Relax, It’s Retirement” podcast and holds regular informational webinars. He is a married father of two and an aspiring endurance athlete. He holds a life insurance license and has passed the Series 65 securities exam. (Investment Advisory Services are offered through Leonard Advisory Group, LLC, a registered investment adviser. Insurance products and services are offered and sold through Joshua Leonard, an individually licensed and appointed agent.)