A Portfolio Checklist If You’re Planning to Retire in 2027

If you’re retiring in 2027, 2026 is your final opportunity to consolidate accounts, reduce risk, and make sure your income plan truly works.

While the excitement of a wide-open calendar is on the horizon, the math of your first year of retirement requires an objective, clinical audit. Dreamstime/TCA

By Coryanne Hicks From Kiplinger’s Personal Finance

If a 2027 retirement date is circled on your calendar, your financial life is about to change forever. The final 12 months before retirement are less about the “if” and entirely about the “how.”