Approaching Retirement: 60s and 70s

Every stage on your retirement journey is crucial. But some are more crucial than others. Today, preparing for retirement is about keeping what you've saved, maximizing your benefits and making plans. Decisions that once seemed a long way off are now right around the corner – or maybe they are ready to be made right now!

Here are some important considerations and 3 actions to add to your check list.

Gain Insight into the New World of Retirement

You are now in the critical approach toward retirement. But here's the tricky part – going too conservative can damage your retirement just as much as taking on too much risk. Managing risk, finding yield and income, not to mention growth, in the new world of retirement is more complex than ever before. Fortunately, there is plenty you can do to navigate the new world.

Use Your Longevity

Longevity isn't just for kids. You may be near the end of your career, but you still need to make your savings last for twenty, thirty or even more years.

Retirement Costs to Consider

Your retirement comes with fine print – or at least it can feel that way. Don't get caught by surprise! Here's some costs to consider as you finalize retirement plans.

Encore!

Who says change is bad? Today's retirement is best understood as your Encore! Find out more about how your contemporaries are reinventing retirement – just the way your generation reinvented everything else!

The New World of Retirement

There's always more to learn and new insights to be found.

Define Your Retirement

Take Action Now!

Knowledge is power – especially when it comes to turning a lifetime or earning and saving into a second lifetime of retirement spending. You're almost there (or maybe even already there!). Now is the time to nail down your retirement strategy.

The Social Security Decision

The decisions you make today – when to collect, whose benefits to tap into, and more – can make thousands of dollars difference in your retirement. That's why it's critical you have a social security strategy.

Turning Savings into Retirement Income

You earned it. You saved it. Now it's yours to spend – for decades. Your withdrawal strategy is the most important decision you will ever have to make about your retirement savings.

Retirement Investment Solutions

How should you put your strategy into action? Understand the investment products you have at your disposal.