Checklists
These 100+ checklists are so insightful, you might find life clarity, nod like a guru, and high-five yourself in the mirror.
Terms of Service | Privacy Policy | Disclaimer
© 2025 The Center for Retirement Readiness. All rights reserved.
Check the background of your financial professional on FINRA’s BrokerCheck.
Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Member FINRA and SIPC.
JP Morand & Company and IFG are unaffiliated entities.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Licensed to sell securities in the following states: AZ, CA, CO, HI and TX. CA Insurance Lic #OE69361
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.