Life after the office will present a new set of financial challenges.
Use the exercises below to estimate how prepared you may be to face and potentially overcome them.
Stock market reality check
When it comes to potential returns on your stock investments, misperceptions can impair your decision making. Find out if your assumptions match the historical record.Quiz yourself
Next Step: Talk with a financial professional who can help you develop a long-term investment plan.
Retirement expense & income calculator
Will your assets support your vision for your future? Use this tool as a guide to identify any gaps between your needs and the sources of income that can help you fund them.Find your gap
Next Step: If you discover a gap, discuss how to cover it with a financial professional.
Tax liability guide
Taxes can be a big drain on your retirement income. This quick guide offers insight into strategies that can help you lessen the impact.Rate analysis
Next Step: Ask a financial professional to help you make a tax-smart income plan.
Blueprint for retirement income
Most of us want to have enough money in retirement to not only cover our basic living expenses, but also to fully enjoy life. See how one couple made a plan that works for them.Case Study
Next Step: Explore options with a financial professional to secure a reliable income stream for your future.
Retirement blind spots
A speed vs. accuracy tradeoff in our brains can lead to costly mistakes in our financial planning. Learn how to counter three common planning weaknesses.Blind Spots Map
Next Step: Talk with your financial professional to gain a clearer picture of the road ahead.