Saving for retirement

Checklists and worksheets

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Financial priority planner PDF document

Use this planner to assess your current financial priorities.

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Financial snapshot PDF document

Develop a current inventory of your overall income, expenses, assets and liabilities. Your advisor will need an accurate assessment of your current finances to help build a realistic retirement savings plan.

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Retirement lifestyle checklist PDF document

This worksheet can help you create a realistic picture of what you want your retirement to be. Share this information with your advisor so that together you can develop a clear plan.

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Identify your sources of income PDF document

This extensive worksheet will help you take stock of all available income sources during your retirement.

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Questions to ask PDF document

Before proceeding with a recommended strategy or investment, make sure that you completely understand how it will benefit your overall retirement plan. This worksheet includes a list of key questions to ask your advisor.

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Annual review discussion checklist PDF document

Review topics for discussion and the documents you’ll need for your annual advisor review.