Revise your retirement planning to achieve financial security in retirement


Life’s Financial Journeys

Heading Off to College
Getting Out on Your Own
Blending Two Lives
Having a Child
Emptying the Nest
Entering Retirement
Divorce
Death of a Life Partner
Military Life


With these two basic pieces of information (how much retirement savings you have and what it will cost to live in retirement), you can make a rough calculation of what additional savings are needed and consider other steps you can take to shore up your financial security in retirement.

The following resources may assist you in revising your retirement planning to achieve financial security in retirement:

Five Ways to Close a Retirement Gap

What to do as Retirement Nears

Keeping Investing Simple

Where to Turn for Help With Your Investment

Social Security Claiming Guide


Emptying the Nest Tasks

1. Financing college
2. Revising your spending plan
3. Planning for long-term care
4. Preparing for retirement
5. Estate planning

Preparing for retirement Subtasks

1. Review your investments
2. Set retirement income and savings goals
3. Revise your retirement planning to achieve financial security in retirement

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