Planning Your Golden Years:
A Retirement Guide
Retirement Lifestyle Worksheet
If married, both couples should complete separately and compare.
What kind of climate do you want to live in?
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What size community do you want to live in?
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Which amenities are important to you?
- Golf
- Water/Beaches
- Restaurants
- Hiking
- Libraries
- University
- Major airport/low cost flights
- Cultural activities (theatre, museums, etc)
- Church or synagogue
- Other: _________
- Other:__________
What features of the community are most important to me?
- Hospital/Health Care Access
- Low crime rate
- Low traffic
- Public transportation
- Other:____________
- Other:____________
Do I want to travel in retirement? If so, how often and where to?
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Do I want to live close to family members? Grandchildren?
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What kind of work or business would I like to try?
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What hobbies would I like to pursue?
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How do I plan to take care of my health?
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What size home do I want to live in? Upkeep? Landscaping?
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What do I want to do with household items that I have accumulated over the years?
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What pets do I have/want to have and how will they influence my lifestyle?
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Other goals and dreams for retirement:
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