Figure out where you stand financially by taking a comprehensive inventory of all your assets. This can include savings accounts, checking accounts, other income streams, investments, real estate, and insurance policies.

 

This inventory should also include any debt you have. Your asset inventory may change as your assets change, so it can be a good idea to keep a running list of all your assets as you go through retirement.

 

This can benefit both you and your loved ones in the future.

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