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Retirement Checklists

Planning your retirement is a process whether you are 30, 50, or over 65 years of age. Adequate planning is crucial to getting what you need in retirement.  The following checklists can streamline the planning process for you as well as help you tackle some seemingly overwhelming but necessary tasks. 

AARP, Inc. (formerly the American Association of Retired Persons) - A nonprofit organization and interest group, founded in 1958. The website offers a wealth of information on retirement planning, when to start social security benefits, and best places to retire. 

Ten Steps to Get You Ready for Retirement  - This website offers thousands of original articles, helpful tools, advice from more than 50 leading experts, a community of caregivers, and a comprehensive directory of caregiving services.

You’re Turning 65: A Must-do Checklist

10 Biggest Retirement Mistakes -- and How to Fix Them

For more information or to discuss retirement concerns please contact Partners Employee Assistance Program at 1-866-724-4EAP.  

In case of emergency, please call 911 or your local hospital emergency service.



This content was last modified on: 06/08/2017

Partners EAP serves employees, and their household members, of Partners HealthCare and related entities.
Partners EAP is not a service for the general public.
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