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10 Tough Conversations You Need to Have Before You Retire

GOBankingRates Logo By Cameron Huddleston of GOBankingRates | Slide 1 of 11: A lot of planning needs to go into retirement. It’s a major life event, so it needs to be done with care — not on a whim. Your retirement preparation checklist should include having critical conversations with others who will be involved in your planning and affected by your retirement.“Before you retire, get on the same page with the important people in your life about what this important life change means to you,” said Carla Dearing, CEO of online financial planning service SUM180. Some of these money conversations might be tough. But having them will make for an easier transition and help you avoid financial missteps, Dearing said.Keep reading to find out how to talk about heavy situations in retirement, what to say and how to make them less awkward.

10 Tough Conversations You Need to Have Before You Retire

A lot of planning needs to go into retirement. It’s a major life event, so it needs to be done with care — not on a whim. Your retirement preparation checklist should include having critical conversations with others who will be involved in your planning and affected by your retirement.

“Before you retire, get on the same page with the important people in your life about what this important life change means to you,” said Carla Dearing, CEO of online financial planning service SUM180. Some of these money conversations might be tough. But having them will make for an easier transition and help you avoid financial missteps, Dearing said.

Keep reading to find out how to talk about heavy situations in retirement, what to say and how to make them less awkward.

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