Nearing Retirement

Are you ready to retire?Revisit your retirement goalsSet a retirement dateRevisit your asset allocationAnticipate health care costs in retirementRevisit your estate plans
Retirement is just down the road, so this is the time to make the most of tax-advantaged investments and catch-up contributions to help you reach your goal.
1

Sharpen your focus on retirement

Revisit your goals, see where you stand financially and make adjustments where needed.

Sharpen your focus
2

Revisit your asset allocation

It may be tempting to avoid risk right now, but you might miss out on opportunities for your savings to grow.

Revisit your asset allocation
3

Plan now for the cost of health care

With greater longevity and rising health care costs, retirement is getting more expensive.

Plan now for health costs
4

Develop a Social Security & retirement date strategy

Get the facts on Social Security and how it could impact your financial plans, including when you retire.

Develop your strategies
5

Revisit your estate plan

Guidelines to help you protect your heirs and ensure that your wishes are followed.

Revisit your estate plan
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