Retired Now

The stories, articles, and calculators below will help you plan and manage your income if you are already retired, or expect to retire in a year or two.

Stories

• Rachel's Reality.  A sudden event alters a well-planned retirement.

Articles

• ​Goals. Guide your retirement by reviewing what matters most.
• Budget. Five round numbers are enough to set your budget.
• Your Home. Plan for your home as an asset, an expense, or both.
• Reserves. Set up a reserve fund for big medical and housing costs.
• Annuities. What type of annuity might make sense?
• Payouts. Revisit your plan for stable income.

Calculators

• ​​Safe Payouts. How much of your savings can you wisely spend?
• Retiree Reserves. Hold a safety net for unusual expenses.
• Retiree Budget. Manage accounts and amounts (coming soon).