Financial Bucket Checklist

While milking a cow or going on safari might add excitement to your retirement dreams, adding the following items to your financial bucket checklist can help you work toward retirement confidence:

  • Will and estate plan
  • Up-to-date beneficiary designations for investment, bank and insurance accounts
  • Long-term care strategy
  • Health care proxy
  • Durable power of attorney
  • Guaranteed stream of income
  • Funeral plot and arrangements

Don’t worry about changing your mind concerning these matters later on. It’s important to go through these planning processes early on in retirement, knowing that you can update your plan down the road should your circumstances change. If you need help getting your financial bucket checklist together or updated, give us a call. We’re happy to help, and we can also refer you to attorneys to help you complete your financial bucket checklist.


The content provided here is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice. Contact us at or call us at (952) 460­-3260 to schedule a time to discuss your financial situation and the potential role of investments in your financial strategy.

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Or give us a call at 952.460.3260