Do you have your checklist ready for your next vacation? Planning ahead and making a list helps make such trips more enjoyable. Do you have a plan and checklist for the next transition in your life. If entering retirement is your next transition then one of the steps needs to be to make sure to set up your access to your Social Security reports at my Social Security. Additional layers of security have now been added to access you Social Security benefit information online with a cell phone text code authorization.
More information is found in this article at https://blog.ssa.gov/be-ready-for-this-journey-and-the-next/
~David Strege, CFP®, CFA