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Make It Your Best Chapter Yet

If you're age 50 or older, retirement is within reach. Prepare for the future you envision by taking stock of your savings, investments, and retirement accounts while estimating your future income sources such as pensions and Social Security. Here are the resources you need to prioritize your financial health and get ready for retirement.

Getting Retirement Ready
Social Security and You Planning Your Retirement Income Healthcare Costs in Retirement Budgeting and Estate Planning

Your Pre-Retirement
Planning Checklist

Review this quick list of things you should do in the years leading up to your ultimate goal: Retirement.

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Getting Retirement Ready

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Nearing Retirement

ow much will you need to retire comfortably? Watch this presentation for help tackling these important questions.

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4 Things to Consider as you Near Retirement

Prepare for a retirement worth celebrating by taking these 4 key actions right now.

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Exploring Catch-Up Contributions

Discover how to boost your retirement savings by taking advantage of these catch-up contributions.

Planning Your Retirement Income

Social Security and You

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Understanding Social Security

Find out how Social Security is calculated, how to maximize your payments, and how benefits may be affected by future legislation.

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Claiming Social Security While Working

Want to collect your paycheck and Social Security before reaching your full retirement age? Read this first.

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Social Security Facts and Myths

Understand key Social Security considerations before you decide when to claim your benefits.

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Planning Your Retirement Income

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Retirement Risks and Realities

Worried about whether your retirement savings will last a lifetime? Get the information you need to combat the most common risks in retirement.

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Hedging Against Retirement Risk

Explore three important ways Social Secutiry can help you hedge against the risks of retirement.

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Making Your Assets Last

You've spent your career saving for retirement - here are the strategies to consider when converting your nest egg into an income stream.

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Healthcare Costs in Retirement

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Managing Healthcare Costs

Discover how to plan for and mitigate healthcare costs, which are often the largest and most unpredictable expenses that retirees face.

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Impact of Healthcare Costs on Retirement

Evaluate the factors that affect healthcare costs and ways to offset future healthcare expenses.

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How does Medicare effect your retirement strategy?

You've been paying Medicare taxes throughout your career. Do you know what Medicare is and how it can benefit you?

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Your Retirement Budget Worksheet

Complete this handy worksheet for a clearer picture of what your living expenses will look like in retirement.

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Pass Down What Matters

Estate planning is essential for everyone - take some time to think about the legacy you will leave.

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