Retire On Your Terms
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NRPW Tools for Partners
It's Your Turn
Focus on your career:
Although you are getting closer to retirement, by now you have seen it all. If you have kids they are most likely more independent now, which is a good thing. Focus on what matters to you now: your career, hobbies, etc.
Plan you retirement age
You should now have a better idea as to when you will be able to retire. Review your savings on an annual basis, and make sure you are on track. Accelerate savings if you need to.
Research Social Security and Medicare
If retirement is just around the bend, do a little research on Social Security, Medicare and long term care options. Find out what strategy you want to take towards collecting Social Security and applying for Medicare.
You are closer than you think
Whether or not you want to admit it, you are getting close to retirement. Hopefully you can say that you are confident in the planning you have done thus far. If not, analyse what you can to get back on track. Use the resources below to your advantage.
Check Out These Additional Resources:
Tips for Consumers When Selecting a Financial Advisor
Investor Bulletin and Consumer Advisory: Planning for Diminished Capacity and Illness
Income for What's Next
Re-Think Social Security
Longevity: How it Impacts Your Retirement Plans
Medicare: Planning for Healthcare Costs in Retirement
Fact Sheet: Costs of Healthcare in Retirement
Checklist: Long-Term Care Insurance Policy
Tips for Consumers: Fraud Prevention
CFP Board’s Consumer Guide to Financial Self-Defense
Take the Investment Fraud Awareness Quiz from NASAA
Spot a Scam with FINRA Scam Meter
Important Questions to Ask When Purchasing an Annuity
It Pays to Wait: A New Video from NASI
Fact Sheet: Basics of Social Security
Retirement Planning Publications Packet
Does it Pay to Delay Social Security?
When to Start Receiving Social Security Retirement Benefits
Checklist: Retirement Expectations
Turning Savings into Retirement Income
The Retirement Planning Pyramid
My Retirement Paycheck by the National Endowment for Financial Education