Right on Retirement® Checklist

How retirement ready are you? Our Right on Retirement® Checklist can help you figure that out.

Income and Tax Planning

Have you maxmized your social security?

Yes

No

I don't know

Do you have an ongoing detailed expense analysis?

Yes

No

I don't know

Do you keep earmarked accounts to fund necessary and discretionary expenses?

Yes

No

I don't know

Do you have a designated tax or legal professional team that evaluates and implements tax savings strategies?

Yes

No

I don't know

Do you have a designated tax or legal professional team that performs tax cuts and Jobs Act analysis?

Yes

No

I don't know

Investment Management

Have you evaluated the impact of a “Progress and Protect” investment strategy – designed specifically for retirees – for your retirement?

Yes

No

I don't know

Do you or your wealth manager track your portfolio daily to prevent surprises?

Yes

No

I don't know

Do you keep a detailed expense analysis to avoid paying hidden fees?

Yes

No

I don't know

In the past 12 months, have you completed a risk alignment assessment to ensure you’re not taking on too much volatility?

Yes

No

I don't know

Legacy and Intergenerational Planning

Do you review basic estate planning documents including your Wills, Trusts, POA, and AMD? (Select no if you do not have a completed copy of any of these documents)

Yes

No

I don't know

Have you completed a goal and beneficiary alignment assessment?

Yes

No

I don't know

Do you review your account titling and beneficiary designations every year?

Yes

No

I don't know

Have you implemented a gifting and estate strategy to maximize your legacy?

Yes

No

I don't know

Risk Management

Have you completed a life and long-term care insurance needs analysis?

Yes

No

I don't know

Do you or a well-vetted, third-party, independent firm perform a comprehensive audit of auto, home and liability policies every year?

Yes

No

I don't know

Have you completed a Medicare needs and premium analysis?

Yes

No

I don't know

Women's Planning (if applicable)

Do you have a spousal lifestyle continuity plan?

Yes

No

I don't know

Have you considered and planned your income and investment strategy based on a longer life expectancy?

Yes

No

I don't know

Have you completed an insurance and needs analysis based on your unique circumstances?

Yes

No

I don't know

Do you or your wealth manager have a goal-based retirement plan that focuses on fulfilling your dreams?

Yes

No

I don't know

Personal Information

First Name*

Last Name

Email*

Do you have at least $500,000 in retirement savings?

Yes

No

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Campbell Wealth Management, Inc (CWM), a Registered Investment Advisor. MAS and CWM are not affiliated entities.

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