Achieving retirement balance
It's about time. As you get closer to retirement, it can be daunting to find a balance between living well today and saving enough for a comfortable tomorrow. We can help you make the most of the time you have left to build your savings—and of the years you’ll spend enjoying them.
Use our retirement planner to personalize your plan.
Find tips and tools below to help you strike the right balance for better financial health.
Retirement strategy
Explore approaches to saving and investing for your retirement.
What if you live to 110? Planning for your longevity
Explore steps to help make your retirement savings last throughout your lifetime.
Help keep your goals in sight with a diversified retirement account
How to strike an appropriate balance between growth potential and preserving your savings.
Counting down to retirement
Personal finances
Learn about Social Security, the cost of retirement, and key factors that can affect your financial wellness.
What impact will Social Security have on your income?
When it comes to Social Security, it's smart to know what's coming. Here are some details on how benefits are determined and guidelines for choosing your payout option.
The potential pros and cons of downsizing
While the idea of a smaller retirement home can be appealing, there are factors to consider.
Health and lifestyle
Gain insight on Medicare decisions, maintaining good health, connecting socially, and living a long and rewarding life.
How to take control of stress so it doesn't control you
Mindfulness can get you through today's stressful moments and help lay the groundwork for a more balanced retirement. Here are some tips for getting started.
Getting a clearer picture of Medicare
Consider learning as much as you can about Medicare before you turn 65—it can help you determine the right plan for you.
Resources
Looking at taxes after retirement
Use this primer to learn how retirement income is taxed.
Putting together your portfolio of retirement pursuits
Bring your retirement income planning to the next level by funding the activities you most want to accomplish.
Countdown to retirement: choose your horizon
Identfiy tips on important financial, social, and overall wellness activities based on your target retirement date.