Find your financial confidence

After calculating future expenses and analyzing guaranteed sources of income such as Social Security and any pensions, annuities, or trusts, determine the amount of money that you’ll need to be generated from personal savings, IRAs, 401(k)s and other investments to make ends meet.

Find out what you need to do one year before retirement  

Be sure your retirement plan includes:

1. Financial Planning: Create a basic financial retirement strategy to help manage finances effectively during retirement.

2. Organizational Planning: Establish directives, update beneficiaries in financial accounts, and keep important records and documents accessible to those close to you.

3. Emotional Planning: Explore new ideas, hobbies, and opportunities before retiring. Also, reconnect with family and friends to help with activities that may become more challenging as you age.

Learn more about retirement planning  

Have you considered that your retirement could last 30 years or more? Because your needs, wants, and goals are likely to change significantly as you age, it’s a good idea to tailor your retirement strategy for the first, second, and third decade of your retirement.

Learn how to plan for a 30-year retirement