STEP-BY-STEP CHECKLIST

There's a whole lot of information on this site, and lots of links back and forth.  To help you weave your way through without missing anything, I've make this little checklist for you.  Print this page out, if it would help, and check them off as you complete each step.

We find it humorous that it's coincidentally a 12-Step Program.  In this case, twelve steps that will take you from Retirement Panic to Peace of Mind. (And even if you're already a good way along with your retirement planning and saving, you still might see where some fine-tuning could speed up or enhance your journey.)

To your success!

  STEP 1:  If just the idea of thinking about retirement has you frazzled ... or you're having trouble focusing ... or you're too distracted by the nonstop mind chatter, read quickly through the available MINDSET HELPERS to see if anything there could be useful to you.

   STEP 2:  Read through the text called AMERICAN DREAM REVISITED.

  STEP 3:  Read through the text entitled THE POWER OF THEY.

  STEP 4:  If you find you work best having things planned out with 'roadmaps', remember to check off the steps on your printout of this list.

  STEP 5:  To help you identify what your top priorities are in your housing, use the tool in 'Phase One' of LOOKING AT OPTIONS.

  STEP 6:  Read some of the stories of others who have followed a similar path in WHO'S DONE WHAT.

  STEP 7:  Check out all the different housing options under MAKING WISE HOUSING CHOICES.

  STEP 8:  To help you brainstorm how you feel about some of the different housing options, use the tool in 'Phase Two' of LOOKING AT OPTIONS.

  STEP 9:  To figure out what your existing housing really costs you, generate your 'Real Monthly Budget' under CRUNCHING THE NUMBERS.

  STEP 10:  See where your retirement possibilities stand using 'Generating Your Retirement Picture' under CRUNCHING THE NUMBERS, and run different scenarios with different housing options.

  STEP 11:  If you think you'd like to supplement your income as you go through this process, read through MAKING MONEY USING WHAT YOU ALREADY KNOW.

  STEP 12:  And ... best of all ... MAKE IT HAPPEN!