Key Takeaways
- List near-term spending and liquid resources.
- Review allocation, concentration, fees, and liquidity limits.
- Write a discretionary-spending response and identify the person to contact.
- Record the assumptions and next review date.
MARKET STORM CROSSING | PRINTABLE CHECKLIST
Market Storm Crossing: Retirement Risk Readiness Checklist
A printable checklist for documenting liquidity, portfolio risks, and the household response to a significant market decline.
SSFG ChecklistSolutions for Seniors Financial Group
What this resource explores
This original SSFG checklist helps a household organize its facts, decision rules, and contacts before the next market storm.
- Source
- Solutions for Seniors Financial Group
- Last reviewed
- August 8, 2026
Questions to Consider
- Is the liquidity map current?
- Which risks could force a sale at an unfavorable time?
- Who is authorized to act if the primary decision maker cannot?
SOURCE & ACCESS
Continue with the original source or the next SSFG step.
This original SSFG resource is general education, not individualized investment, tax, legal, or insurance advice. Do not enter private account records into the website form.
COMPLIMENTARY EDUCATIONAL RESOURCE
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This information is general and should not be treated as individualized investment, tax, legal, insurance, Social Security, or Medicare advice. Sources named on this page do not endorse Solutions for Seniors Financial Group.