Retirement Readiness: Questions to Consider Before You Leave the Workforce

Asking the right retirement readiness questions can help shape your income strategy, healthcare planning, and future spending needs.

Preparing for retirement involves more than calculating your savings. Asking the right retirement readiness questions can help you evaluate if you’re truly prepared—financially, emotionally, and logistically—to transition away from work. From identifying income sources to estimating future healthcare costs, a thoughtful retirement plan begins with clarity around your goals and potential challenges. 

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