For the years just before and after you retire
Retirement is more than a number. This large-print workbook helps you see all your income in one place, plan monthly costs, think through health and housing, count down the last 12 months, and design your first 90 days, so the change feels exciting rather than empty.
Instant PDF download. Fill it in together with your partner.
The part no one plans
You may have a pension statement and a rough budget, but what about health costs, where you want to live, and what you will actually do with your time? Without a plan, the first year can feel strange. This workbook puts money, home, health and purpose on the same few pages.
Plan the Mondays, not just the money.
What's inside
Work through it in order, or start with whatever is on your mind.
Start with the life you want, then plan the numbers around it.
See the whole picture in plain numbers.
Weigh your options calmly.
Make the change from work to freedom smoother.
Why it works
No spreadsheets and no financial jargon.
15-point text and wide writing lines.
Housing, health and purpose sit next to the budget.
Print two copies and compare answers.
Check in once a year as plans change.
A look inside
Tables, checklists and space to think.
Letter or A4. Print two copies if you plan with a partner.
Write the life you want first. The numbers make more sense after that.
Then use the countdown and 90-day plan to turn it into steps. Review it every year.
No. It is a planning workbook. For investment, pension or tax decisions, talk to a qualified financial adviser.
No. The pages use general terms (pensions, savings, health costs), so they work in any country.
No. It is a printable PDF you download right after purchase. Print it at home, at a library or at any print shop, as many copies as your family needs.
Both. You get a US Letter file and an A4 file, so it prints correctly in the US, the UK, Europe and Australia.
Body text is about 15 point in Atkinson Hyperlegible, a typeface designed for low-vision readers, with wide lines and big tick boxes for easy writing.
It is designed to be printed and written by hand. You can also write on it in a PDF app that supports handwriting or text notes.
A clear plan for the money, the home and the days ahead.
Your optionsThis planner: Retirement Life Planner11 pages, large print, US Letter + A4, instant download.$12.99Pairs well with: Downsizing & Senior Move Planner11 pages. Families often use the two together.$12.99 →Save 47%Best value: the whole Family Care SeriesAll 7 planners, 96 pages. Save $44.03 vs. buying separately.$49.90 →Printable PDF for personal use. This workbook is a planning tool and does not provide financial, tax, legal or medical advice.