Retirement Planning: Worry Now, Relax Later

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National Free Planning Kit

Worried you aren’t ready for retirement? Worried you won’t know what do to once you get there? The Burial Advisor is here to ease your fears!

“If you can’t sleep, then get up and do something instead of lying there worrying. It’s the worry that gets you, not the lack of sleep.” – Dale Carnegie

Taking just a few simple actions can ease your worries as you approach retirement, giving you the ability to simply relax when the day comes.

  1. Get your paperwork in order – wills, beneficiary forms, power of attorney – don’t let documents  like these wait until it is too late. Simple instructions on how you want your assets distributed and what do to during a medical emergency can sometimes be the key to keeping peace in a family.
  2. Give yourself financial security by knowing the details of your 401k or other retirement plans. When can you with draw? Are you eligible for Social Security? How will you take care of medical expenses in retirement? The sooner you discover something in your financial retirement plan may not be covered, the sooner you can develop an alternative plan
  3. Consider a burial service program to make sure you create a lasting legacy for those you leave behind. Pre-need burial planning is an investment that gives you the peace of mind knowing that you are saving your loved ones from making painful and difficult decisions during a time of need.
  4. Find your passion – sometimes as we age, we worry that we will be bored in retirement. Before you hit that roadblock, think about how you want to spend your newly discovered free time and the best ways to live a full retirement. From volunteering to travel, the possibilities are endless!

It’s time to ease those fears, so take these few steps, start to plan, and save yourself some sleepless nights!