10 Financial Planning Steps to Take Within 10 Years of Retirement

Related: A Financial Planning Checklist for Newly Single Clients Over 50

The 10 years leading up to retirement is a crucial time in determining whether or not your client will be able to retire successfully and on time. There are a number of important financial planning issues to deal with during this period, including budgeting, creating a withdrawal strategy and estate planning. In the gallery above are 10 important steps to guide your client through within this 10-year window. (Image: Chris Nicholls/ALM; Adobe Stock)