Retirement Guides and Checklists

This quick reference guide provides key Social Security numbers to help you in planning.

Many say purchasing your home is one of the biggest decisions you make in your life, but very few talk about how big of a decision it is to pay off your home.

Claiming Social Security benefits can be one of the more complicated decisions you will make when planning for retirement. There are a multitude of rules that can have a significant and lasting impact on your future income stream and overall financial picture. To help make this analysis easier, we have created the “Will My Social Security Benefits Be Reduced?” flowchart.

This checklist covers 32 of the most important planning issues to identify and consider for an individual who is about to retire.

There are lots of important numbers to keep in mind when planning for retirement. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference when you need it. In response to this challenge, we’ve created the two-page “Important Numbers” resource.

High inflation has been on everyone’s mind, and many are wondering what they can do to take action.