Retirement Goals Worksheet

Retirement Goals Worksheet

What do you want your retirement to look like?

Retirement is about a lot more than crunching numbers. Using this worksheet as a guide, set aside some time to imagine your retirement future. Simply print our Retirement Goals Worksheet, and then take your time thinking about and writing down your answers and dreams. (There are no right or wrong answers – and no grades!)

Your spouse or partner also should complete this worksheet separately; then you can compare and discuss your answers with each other.

Click here to view the Retirement Goals Worksheet