Get Your Retirement Readiness Checklist

Thoughtful planning now can help create a smoother transition into retirement

Are you within five years of retirement? This concise, research-backed checklist helps you take inventory, plan ahead, and uncover potential blind spots so you can feel more confident about life after work.

Unlock it now to:

  • Uncover 9 moves to make before your final paycheck

  • Spot overlooked tax traps and income gaps early

  • Feel more organized and in control—in under 15 minutes

Get My Checklist
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Prepare for retirement with greater confidence.

Kimberly Bridges, PhD, CFP®, CPWA®, CDFA®, RMA®

Bright Women Financial

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Https://brightwomenfinancial.com

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drkim@communication.brightwomenfinancial.com

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Schedule a call at https://calendly.com/drkim-brightwomenfinancial/intro-meeting

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.

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We never spam. By clicking this button, you consent to be contacted by Kimberly Bridges, PhD, CFP®, CPWA®, CDFA®, RMA® by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.