Approaching Retirement: Preparing for the Next Chapter

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Key Takeaways

Retirement Is a Series of Decisions, Not One Event

The years leading up to retirement (roughly ages 55–73) are filled with key choices around income, Social Security, investments, and healthcare that can significantly impact long-term outcomes.

Income Planning Goes Beyond Social Security

Social Security was never meant to be your only income source. A successful retirement plan combines multiple income streams and a realistic budget to replace roughly 70–80% of pre-retirement income.

Timing and Strategy Can Improve Retirement Outcomes

Decisions around when to claim Social Security, how to invest through market volatility, and how to manage healthcare costs can help reduce risk and create more sustainable income over time.

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INSIGHTS

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Six Retirement Plan Benefits You Might Not Know About

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Retirement May Be Your Next Adventure

Retirement could often be seen as the “end of the road,” but that idea may not fit everyone. Your retirement...

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