Welcome to the journey of retirement. The process of planning for retirement should begin as close as possible to 36 months out from the official retirement date being considered. This process requires much thought, consideration, and conversation with immediate family. Remember you are not alone in this, your family is retiring too.

Go through each menu item in the toolkit for helpful information on what to consider, what decisions need to be made at each stage of the process, and checklists to help get tasks completed.