Link to Owner Dr. Robert B. Pamplin Jr.



This article brought to you courtesy of Matt Stutes, CFP, Canby Herald Financial Planning Expert.

Matt Stutes, CFP

Getting ready for retirement? Before you can cross that bridge, you'll need to cross some important items off

your to-do list. This handy checklist may help you prepare.

Retirement Budget

Understand what your income will be, and how you can confidently spend the money you have accumulated for


Emergency Savings

Prepare for emergencies by saving at least 3 months 'living expenses, and have that money easily available to


Lifestyle & Location

Consider where you'll live, both short- and long-term. Have a plan for funding a move and understand the

timing involved.

401k Strategy

Have a strategy for your 401(k) plan and determine the best time for you to access the money, based on your goals.

Bucket List

Write down your personal goals for your retirement years. Explore your dreams, priorities and values.

Extended Care

Make arrangements in the event that you or a loved one encounters a health issue requiring full-time care.

Estate Strategy

Develop an estate approach that includes how you want your assets to be allocated, and who will handle your


Health Insurance

Understand your options with Medicare and define a strategy for covering health care expenses for the

long haul.

Social Security Strategy

Have a sound tax strategy to guide you through the process of spending money from both taxable and taxdeferred accounts.

If you're not as prepared for retirement as you'd like to be or would like a second opinion about your current strategy, please reach out to us at Cornerstone Wealth Management. Together we can fine-tune these

strategies so you can finish your checklist and get started on that bucket list.

Cornerstone Wealth Management

486 N.W. 2nd Avenue

Canby, OR 97013


Securities and advisory services offered through LPL

Financial, a registered investment advisor. Member


The opinions voiced in this material are for general information

only and are not intended to provide specific

advice or recommendations for any individual.

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