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Life Health > Health Insurance

15 check-offs for pre-retirees

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For a Web site that spent two years researching the 50-plus market before it even launched, we had confidence considered all factors of pre-retiree life when they recently unveiled their 15 “must-do’s.”

“In developing the site and the list, we took into account a lot of research and focus groups, and focused on those topics that are very important to pre-retirees,” says Andrew Garvin, CEO of PreRetirementLife. “We know what topic areas people (ages 50 to 64) are taking a good look at.”

No surprise (to us or Garvin) health and finance topics listed near the top:

1. Get A Comprehensive Medical Check-Up
2. Choose a Fitness Regimen
3. Select Your Anti-Aging Strategies to Live Longer and Look Younger from Head to Toe
4. Get a Comprehensive Financial Assessment
5. Maximize Your Savings
6. Understand Your Insurance and Benefit Options
7. Decide Where You’ll Live
8. Do a Career Evaluation
9. Do a Personal and Relationship Evaluation
10. Make Sure Your Parents are Taken Care Of
11. Pick and Prioritize Your Dream Trips
12. Plan Your Leisure Time Lifestyle
13. Give Something Back
14. Get Your Estate Planning In Order
15. Start Taking Advantage of Age-Based Deals


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