The South Florida
Retirement Readiness
Checklist

25 essential steps every South Florida family should take before retiring — covering income, taxes, healthcare, Social Security, and estate planning. Written by our advisors. Yours free.

• Know exactly how much monthly income you will have in retirement
• Understand when to take Social Security for maximum lifetime benefit
• Protect your savings from a market crash in year one of retirement
• Use Florida's zero state income tax to keep more of every dollar
• Make sure your Wills, Trusts, and beneficiaries are up to date
• Prepare for healthcare costs before Medicare covers everything