See how you could benefit from expert advice
We believe anyone can be a successful investor by following some basic principles.
But even if you've been investing solo for decades, think about whether you might benefit from advice as you begin planning for retirement. During this time, you'll be making some very important decisions that could make or break your retirement timeline.
How to retire
If you feel confident you can handle retirement planning on your own, here's your checklist of things to do.
See when you can realistically retire
It's not a simple question to answer, but running some numbers will give you a good idea about where you stand.
Learn how medical care could affect your expenses
Many of your day-to-day expenses in retirement will be similar to those you have currently. But one expense you'll have to think about is your medical insurance.
Learn how Social Security timing will affect your income
You can start collecting Social Security payments at age 62, but that's not the whole story. See how a variety of options and strategies could affect your retirement income.
Make a plan to pay off your debt
You may decide to retire before all your debt—for example, your mortgage—is paid off, and that's okay. Just make sure you understand the implications and have a plan to pay it off.
Keep your plan on track
As you get closer to retiring, make sure you're doing everything you can to set your savings up for success.
Make it easy
Facing some big retirement choices? If you're confronted with decisions about retirement sooner than you'd expected, we can help. Our advisors can guide you on the best choices for you.
We're here to help
Talk with one of our investment specialists.
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