Retirement Tip # 9999

(1) Verify your contact information with your employer is up-to-date especially YOUR CELL PHONE NUMBER before you officially leave.

(2) If you have a 401(k), stock plan or anything else that you might need to rollover after you leave, make sure your usernames and passwords work for those accounts BEFORE you leave.

If you are the one who typically handles the money, verify these two things with your spouse 2-3 weeks before their departure date. Save yourself a huge headache. Do they use a company cell phone? With auto login and FACE ID, we often forget our user names and passwords to accounts that are infrequently used.

Ask me how I know…

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