Complimentary retirement readiness resource

Free Retirement Readiness Checklist

You’ve Saved for Retirement. What Might You Still Be Missing?

Having retirement accounts is one thing. Knowing how they’ll work together is another.

Use this free, 10-minute checklist to uncover questions you may have overlooked about your retirement income, market risk, and family’s financial protection.

Send Me the Free Checklist
Free • About 10 minutes • No appointment required
FREE RETIREMENT READINESS CHECKLIST

R.I.S.K. OFF Retirement Readiness Check

29 questions across four important areas of retirement readiness.

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Retirement Readiness

Will Your Retirement Plans Work Together?

You may have a 401(k), an IRA, life insurance, and an idea of when you’ll claim Social Security. But have you considered how those pieces fit together—and what could happen if your circumstances change?

The R.I.S.K. OFF Retirement Readiness Check walks you through 29 questions across four important areas:

Retirement Income

Do you know how much monthly income your savings could generate—and whether it will cover the life you want?

Investment & Market Risk

Have you considered what a market decline early in retirement could mean for your income?

Spouse & Family Protection

Would your spouse have enough income to cover household expenses if you died first? Does your life insurance still fit your needs?

Beneficiaries & Estate Coordination

Are your beneficiaries current, and do your accounts and important documents reflect your wishes?

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FreeNo purchase required.
10
About 10 MinutesDesigned to be quick and useful.
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No Appointment RequiredReview it on your own or with your spouse.

See Which Questions Still Need Answers

Use the Blanks as Your Starting Point.

Check the boxes you can answer with confidence. Leave the others blank.

Those blanks give you a starting point: questions to follow up on and areas that may deserve a closer look.

Complete it on your own or review it with your spouse. You don’t need to have everything figured out before you begin.

Before You Retire, Know What Still Needs a Closer Look.

Take about 10 minutes to uncover questions about how your retirement income, savings, and family protection fit together.

Send Me the Free Checklist
Canady Financial Group and its representatives provide insurance and retirement-related education and services. Information presented is for general educational purposes and should not be considered individualized investment, legal, or tax advice.