Planning ahead for retirement

This 80-page guide is loaded with easy-to-understand information and activities to help you plan the retirement you want. It will help you:

• Estimate the income you will need in retirement.
• Understand financial products related to retirement.
• Make wise investment choices by outlining advantages and disadvantages of many saving and investment products.
• Decide if you need a financial planner and how to hire one.
• Understand how Medicare, health insurance, and life insurance can protect you against risks.

Download the complete publication: Planning ahead for retirement (PDF)

Contents

• Introduction
• Chapter 1: More than money decisions
• Chapter 2: Will you be able to afford the life you want?
• Chapter 3: Developing income sources
• Chapter 4: Saving and investment options
• Chapter 5: Should you hire a financial planner?
• Chapter 6: Protecting against risks with health and life insurance
• References and resources