We’re kicking off 2023 with our 2023 retirement planning Calendar. Chris Rett, CFP®, goes through the most important dates for each month in 2023, changes in retirement plans, annual tasks, final quarter tasks, and big birthdays to pay attention to as you approach retirement.

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Introduction: 00:00
January: 01:23
February: 03:52
March: 05:28
April: 06:12
May: 07:39
June: 08:50
July: 10:41
August: 12:15
September: 12:35
October: 13:40
November: 15:55
December: 16:26
Final Quarter Tasks: 16:52
Annual Tasks: 18:12
Big Birthdays: 19:08
Conclusion: 22:13…(read more)

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As the year 2023 quickly approaches, many people are starting to think about their retirement savings and planning. The Barber Financial Group has created a comprehensive retirement planning calendar for 2023 that can help individuals prepare for their retirement and achieve financial peace of mind.

The calendar is a valuable tool that provides a monthly breakdown of tasks and goals to help individuals stay on track with their retirement savings plan. The calendar is designed to help individuals take small steps each month towards achieving their long-term financial goals.

Some of the key features of the 2023 retirement planning Calendar include monthly objectives, investment strategies, tax planning tips, and recommendations for retirement plan contributions. These elements work together to provide individuals with a comprehensive and personalized plan that takes their unique financial situations and goals into account.

One of the main benefits of the Barber Financial Group’s retirement planning calendar is that it encourages individuals to take a proactive approach to their finances. By breaking down the planning process into small, manageable steps, the calendar helps individuals avoid feeling overwhelmed and helps them make steady progress towards their financial goals.

Some of the key tasks outlined in the calendar include reviewing investment portfolios, assessing retirement income needs, revisiting estate plans, and organizing important financial documents. By completing these tasks each month, individuals can build a strong foundation for their retirement and feel confident in their financial future.

In addition to providing a roadmap for retirement savings and planning, the Barber Financial Group’s calendar also includes resources and tips for making the most of retirement years. It encourages individuals to explore new hobbies, volunteer opportunities, and travel destinations that align with their interests and goals.

Overall, the 2023 retirement planning Calendar from the Barber Financial Group is an excellent resource for anyone looking to take control of their financial future. By providing a clear and actionable plan for retirement savings and planning, the calendar helps individuals feel more confident and prepared for what lies ahead.