A Retirement Checklist: 8 Steps to Take Now

Retirement should be like a second childhood … without parental supervision.

(Image credit: Getty Images)

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.

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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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Ken Moraif, MBA, CFP®, CRPC®
CEO and Senior Adviser, Retirement Planners of America

Ken Moraif is the CEO and founder of Retirement Planners of America (RPOA), a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving 6,635 households in 48 states (as of Dec. 31, 2023).