Retirement

Retirements Are Long & Depend on How Well You Prepare

How-To

It's a 3-step process: 1) Define the retirement income you need. 2) Decide how to get it. 3) Get it done. 

Figure Out a Retirement Plan (if 50 or over)

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Retirement planner if you're approaching retirement.

Figure Out a Retirement Plan (if 50 or over)

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How much to save & how much you'll need in 10 years to be "on-track"

Figure Out a Retirement Plan (if under 50)

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Social Security provides a basic retirement income.

Learn About Social Security

How-To

Make a check list of the things you need to do.  It's often not that long.  Then knock things down one at a time. 

How to Get Squared Away: Approaching Retirement

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The greatest challenge in retirement planning isn’t the math.  It’s our DNA.

Learn About Behavior That Can Ruin Retirement

Calculator

Get what you need, without out-living your savings.

Figure Out How to Get Income from Retirement Savings

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It's  usually your largest expense & store of wealth. If you need more income, it’s the logical place to look.

Learn About Using Your House in Retirement

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A reverse mortgage can provide cash or an income for life and allow you to stay in your home for the rest of your life.  But there are things you...

Learn About Reverse Mortgages

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Retirees spend about 20% of their income on health care.  

Learn About Medical Expenses in Retirement

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Long-term care in a nursing home is NOT covered by Medicare.

Learn About Long-Term Care

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It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.

Learn About Paying Off the Mortgage

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401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.

Learn About IRAs, 401(k)s, & 403(b)s

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A relatively safe way to invest in stocks, bonds, or other investments.

Learn About Mutual Funds

How-To

You can have your cake, eat it, or do a bit of both.

How To Use Your Savings in Retirement

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Getting the work you need requires more than “nose to the grindstone” or an up-to-date resume.

Learn About Strategies for Older Workers

How-To

If trust and expertise is what you want, here's how to find a planner that fits the bill.

How To Pick a Financial Planner

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Life Annuities, like Social Security, send you a check each month as long as you live.

Learn About Life Annuities

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A simple quiz to help you know where to get the best return on your savings.

Learn About The Best Return on Your Savings

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Traditional pensions, which provide a monthly income as long as you live, are much less common today. But if you’re in a plan, or have a pension,...

Learn About Employer Pensions

How-To

Banks, brokerages, and mutual fund companies offer IRAs. Choose the one with the products and services you want for the lowest fees.

How To Open An IRA Account

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Social Security provides a basic retirement income.

Learn About Social Security

Learn More

The greatest challenge in retirement planning isn’t the math.  It’s our DNA.

Learn About Behavior That Can Ruin Retirement

Learn More

It's  usually your largest expense & store of wealth. If you need more income, it’s the logical place to look.

Learn About Using Your House in Retirement

Learn More

A reverse mortgage can provide cash or an income for life and allow you to stay in your home for the rest of your life.  But there are things you...

Learn About Reverse Mortgages

Learn More

Retirees spend about 20% of their income on health care.  

Learn About Medical Expenses in Retirement

Learn More

Long-term care in a nursing home is NOT covered by Medicare.

Learn About Long-Term Care

Learn More

It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.

Learn About Paying Off the Mortgage

Learn More

401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.

Learn About IRAs, 401(k)s, & 403(b)s

Learn More

A relatively safe way to invest in stocks, bonds, or other investments.

Learn About Mutual Funds

Learn More

Getting the work you need requires more than “nose to the grindstone” or an up-to-date resume.

Learn About Strategies for Older Workers

Learn More

Life Annuities, like Social Security, send you a check each month as long as you live.

Learn About Life Annuities

Learn More

A simple quiz to help you know where to get the best return on your savings.

Learn About The Best Return on Your Savings

Learn More

Traditional pensions, which provide a monthly income as long as you live, are much less common today. But if you’re in a plan, or have a pension,...

Learn About Employer Pensions