Develop a financial plan for an empty nest

Life’s Financial Journeys

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

It’s time to take a look at your own financial future and set a course to help you reach your goals.

Using retirement projection software allows you to fine tune your current saving and spending in order to have greater confidence that you will save sufficiently to reach your long-term financial goals.

The following resources may assist you in developing a financial plan for an empty nest:

Budgeting Tips

Setting Financial Goals

Budgeting Worksheet

Downloadable Budget Spreadsheets

It’s Time to Focus on Saving for Retirement

A Helpful Retirement Savings Calculator

A Retirement Ballpark Estimator

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

Revising your spending plan Subtasks

1. Assess the realities of the empty nest phase of life
2. Control spending
3. Develop a financial plan for an empty nest


NAPFA Consumer Education Foundation
8700 W. Bryn Mawr Ave., Suite 700N
Chicago, IL 60631
(847) 483–5400 ext. 106