Table of Contents CHAPTER 1 Ready.Set.Retire * Reflect on the broad strokes of your life up to now* Take stock of who you are* Peek ahead* Reimagine your life* Think outside your box* Chose how you spend your time* Be connected* Get going* Stay centered* Expect the unexpected* Keep talking* Get organized* Revel in unstructured time* Continue to be a vital member of your community* Plan for Plan B CHAPTER 2 Adjust to Changing Relationships * Prepare your work for your departure* Coordinate with your spouse on retirement plans and activities* Maintain--and enhance--your current relationships* Grow new relationships* Nourish caregiving relationships* Understand the scope and limits of legal relationships CHAPTER 3 Get Organized and Clean Out the Clutter * Record basic facts about yourself* Pull together important papers* Know how long to keep records* Take care of special possessions* Get rid of what you don''t need* Tally your income and expenses CHAPTER 4 Build a Retirement Team * Touch base with your employer''s human relations department* Keep track of all who provide personal services* Develop your roster of health professionals * Know the different types of financial professionals* Rely on a team of insurance agents* Find the right legal professionals CHAPTER 5 Welcome Your New Adventures * Find or expand volunteer opportunities* Learn something new* Make a travel bucket list* Work your way into a new job* Start your own business CHAPTER 6 Decide Where to Live * Check to make sure my home is safe* Compare the livability of the communities you are considering* Determine what''s important about where you live* Consider dividing your time between two locations* Investigate "villages" in your community* Explore if an active living community is right for you* See if a Continuing Care Retirement Community (CCRC) is what you want* Understand what is and isn''t provided in an assisted living facility * Look into skilled nursing facilities* Understand the differences in how property can be titled* Be prepared for emergencies CHAPTER 7 Retiring Abroad * Set your priorities * Narrow down ideal retirement destinations * Ask the embassy about residency requirements* Figure out how you''ll manage your finances* Consider how to handle your legal affairs* Check access to and coverage for health care * Get prepared to leave CHAPTER 8 Take Control of Financial Matters * Organize information about how you bank* Review how financial accounts are titled* Check to make sure your savings bonds are still a sound investment* Keep original documents that are valuable or irreplaceable in a safe deposit box* Make sure your investments match your investment objectives * Pay attention to investment fees and expenses* Document the terms of any personal loans * List credit and debit cards* Recognize the signs of scams and financial exploitation CHAPTER 9 Manage Retirement Accounts/Benefits * Document your retirement plans and know the withdrawal rules* Track down all pension benefits* Understand Social Security benefits and how to navigate the system* Check out the benefits available to veterans and their caregivers CHAPTER 10 Insure a Good Retirement * Locate all insurance policies* Go over the terms of all insurance policies* Update the beneficiaries on life insurance policies* Review your health, disability, and Medicare insurance options* Review insurance coverage for residences* Keep vehicle insurance current* Consider long-term care insurance CHAPTER 11 Deal with Legal Matters * Document your health care preferences * Prepare an organ donor card* Plan the disposition of your body* Plan your funeral* Consider options for paying for your funeral* Know your veterans'' burial benefits * Create or review your estate plan* Identify a source of funding to close your estate* Select an agent to manage your financial affairs* Discuss your advance planning with those who need to know CHAPTER 12 Take Care of Yourself * Exercise to stay strong* Eat the good (for you) stuff* Keep up your spirits* Take advantage of preventive services* Carry with you a personal medication record* Know your family medical history.
ABA/AARP Get the Most Out of Retirement : Checklist for Happiness, Health, Purpose and Financial Security