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BULLETPROOF PLANNING CHECKLIST Determine your asset allocation for both long-term growth and risk management. Decide which withdrawal strategy you’ll use. Create your bare-bones budget and determine how you’ll cut expenses if you need to. Determine what your sources of backup capital will be. Make sure you have adequate insurance for your circumstances. Create your estate plan. If you have a partner, discuss how you’ll handle divorce or splitting up. Determine how you could optimize your income to reduce health care costs, if needed. Stay current on financial analysis impacting retirement ...more
Work Optional: Retire Early the Non-Penny-Pinching Way
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