Retirement Readiness Check-Up: 5 Questions to Ask Before Year-End

Mike Perros

Published on: 14/10/2025

October isn’t just the season of cooler nights and falling leaves - it’s also one of the best times to pause and take stock of your retirement plan. With the year’s end approaching, there’s still time to make adjustments that can strengthen your finances and bring peace of mind heading into the holidays. A fall check-in doesn’t have to be complicated. By asking a few key questions about distributions, investments, healthcare, giving, and estate planning, you can confirm that your retirement strategy is not only on track, but aligned with the life you want to live.