Skip Navigation LinksHome Tools Retirement Viewer
Where are you when it comes to
retirement planning?

Step 1: Some background

Answer a few questions, and we'll give you customized recommendations
to guide you throughout your retirement journey.

header

1. Who are you creating a retirement plan for?

2. How many years until you retire?

Steps:

1
2
3
4
5
Retirement Viewer Where are you when it comes to
retirement planning?

Step 2: Projecting expenses

header

1. Which housing payment will you have in retirement?

2. How will your essential expenses change in retirement? (Food, utilities, mortgage)

3. How will your discretionary expenses change in retirement? (Travel, entertainment)

4. What level of debt (from loans, mortgage, credit cards, other) do you expect to have in retirement?

5. Do you expect your parents and/or adult children to rely on you for future financial support?

Steps:

1
2
3
4
5
Retirement Viewer Where are you when it comes to
retirement planning?

Step 3: Determining your income strategy

header

1. Check the sources of income you expect to have in retirement.

2. Have you developed a strategy for drawing regular income from your retirement investments
2. throughout your retirement?

3. Do you expect to work in retirement?

Steps:

1
2
3
4
5
Retirement Viewer Where are you when it comes to
retirement planning?

Step 4: Assessing health care needs

header

1. How do you and your significant other (if applicable) envision your health in retirement?

2. Do you and your significant other (if applicable) expect to need long-term care (nursing home or assisted
2. living) in retirement?

Steps:

1
2
3
4
5
Retirement Viewer Where are you when it comes to
retirement planning?

Step 5: Planning my lifestyle

header

1. Check the financial concerns in retirement that apply to you:

2. Check the lifestyle priorities in retirement that apply to you:

Steps:

1
2
3
4
5