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A Retirement Checklist: 8 Steps to Take Now

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Retirement should be like a second childhood … without parental supervision. I believe that’s doable for most people, but it takes planning.

Luckily, you can begin right now by taking the following steps.

See Also: 10 Scams That Will Ruin Your Retirement

Written by Ken Moraif, a senior adviser and certified financial professional at Money Matters, a Dallas-based wealth management and investment firm with over $4.15 billion in AUM and serving over 8,100 households (as of May 31, 2018). He is also the host of the radio show "Money Matters with Ken Moraif," which has offered listeners retirement, investing and personal finance advice since 1996.


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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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