Near Retirement
You’ve maxed out your 401(k) and paid off your mortgage, so you’re ready to retire... right? Consult a CFP® professional to see if you’re on track to make the most of your golden years.
Thinking About Early Retirement? Here's What the Math Looks Like
Explore early retirement planning considerations, including living expenses, health insurance before Medicare, taxes and sustainable retirement income.
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Prepare your family for an inheritance through clear communication, estate planning and thoughtful financial decisions that preserve its purpose.
Money mistakes are easy to make, especially if you’re not aware of what to watch out for. Behavioral biases are often at the root of many common money mistakes.
Use your tax return to review taxable income, MAGI, withholding, and charitable giving so you can plan smarter after filing.
Get clear on health care costs in retirement—Medicare basics, IRMAA, prescriptions—and smart steps to estimate, budget, and prepare with confidence.
Learn what to know before turning 65, including Medicare enrollment timelines, penalties, coverage options and how a CFP® professional can help you plan wisely.
After decades of relying on a steady paycheck, it can feel overwhelming to think about living on retirement income, especially if you’re carrying debt into these years.
Are you apprehensive about the leap into full-time, traditional retirement? Or do you find yourself needing a more substantial financial cushion and a bit more planning before taking that step?
Create a digital “legacy folder” with copies of your estate documents, last will and testament, insurance policies, account statements, and contact information for your financial, legal and health care professionals.
Menopause is an inevitable journey for women, and planning can make all the difference to your health and finances. Remember, you’re not alone — there are experts who specialize in managing menopausal symptoms and can guide you through the process.
It’s important to take proactive financial steps now, such as eliminating debt including credit card debt and any other significant debt that could get in the way of arriving at your retirement savings number (the amount of savings you will need to cover your projected retirement expenses).