Retired Now

  • 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  medical and housing costs.
  • Annuities. What type of annuity might make sense?
  • Payouts. Revisit your plan for stable income.

Retiring Soon

  • Goals. Plan ahead by setting your priorities for retirement.
  • Budget. Five round numbers are enough to set your budget.
  • Annuities. Before you buy, understand your annuity options.
  • Payouts. Learn how to get stable income when you are retired.

Saving to Retire

  • ​​Ask Yourself. Evaluate how you will invest toward retirement.
  • Stocks or Bonds? Learn about balancing stocks and bonds.
  • Basic Portfolios. Get ideas for an IRA or after-tax savings.
  • Rebalancing. Learn how to keep your portfolio on track.​​
  • Fees. Get tips on limiting fees so as to maximize your gains.