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Achieving retirement balance

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.

Get inspired now

Discover tips and tools to help you prepare for better longevity.

Learn five retirement planning steps that you can take now.

Use our retirement planner to personalize your plan.

  

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.

Learn about planning for your longevity
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Help keep your goals in sight with a diversified retirement account

How to strike an appropriate balance between growth potential and preserving your savings.

See how diversifying can help keep you on track

Counting down to retirement

Top strategies for handling debt in your 50s See ways to curb volatility worries Learn how to use time to your advantage

Investing strategies

Understand retirement investment terms Read about getting your portfolio retirement ready Investing basics before and after retirement

Planning for retirement income

See why it may make sense to retire after 65 Explore options for creating retirement income Develop a strategy to withdraw your retirement savings

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?

Learn about Social Security, the cost of retirement, and key factors that can affect your financial wellness.

Learn more about Social Security
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The potential pros and cons of downsizing

While the idea of a smaller retirement home can be appealing, there are factors to consider.

Look at downsizing from both sides

Managing retirement expenses

Personalize your financial needs Get a clear picture of your expected expenses Learn about taxes in retirement

Personalizing your plan

Use the retirement planner to picture your retirement Check out our interactive Social Security brochure See how location and other lifestyle factors can help refine your retirement planning

Health and lifestyle

Gain insight on making Medicare decisions, maintaining good health, and making social connections.

How to take control of stress so it doesn't control you

Get tips on how mindfulness and exercise can help lay the groundwork for a more balanced retirement.

Managing stress

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.

Check out the rules and requirements

Managing your estate

Who or what is a beneficiary? See why you need an estate plan

Maintaining your lifestyle 

Consider five things before moving in with your adult children Keep your boomerang kids from affecting your retirement

Resources

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CHECKLIST

Looking at taxes after retirement

Use this primer to learn how retirement income is taxed.

Download checklist
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WORKSHEET

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.

Plan your future

WORKSHEET

Countdown to retirement

Identfiy tips on important financial, social, and overall wellness activities based on your target retirement date.

Stay on track


View your personalized retirement expenses, check your projected income, and update your approach

Use retirement planner

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