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Stay focused on maximizing savings while developing a plan that supports your retirement goals. Consider these steps as you prepare to transition to this new stage of your life.
Make the most of your peak earning years
During this time of your life you may have the ability to earn and save more. Make the most of these years as you map out your plans for the future.
- Article: Retirement catch-up strategies
- Calculator: Finding ways to save more
- Article: Five retirement mistakes to avoid
Take a new look at your saving and investment strategy
As you get closer to retirement, you may want to evaluate your investments to ensure they still match your timeline to retirement, savings goals, and risk tolerance.
Create a retirement income plan
You work hard for yourself and your loved ones. To help secure yourself financially and protect those you love there are a few things you should keep in mind.
- Retirement Income Planning Center: Develop your retirement income and withdrawal strategies
- Toolkit: Considerations for Medicare and Social Security (PDF)
Protect what you value most
You work hard for yourself and your loved ones. These tools can help you secure your finances and protect those you love.
- Video: Who’s closest to your heart?
- Article: Do I need long-term care insurance?
- Fraud Information Center: Keeping your identity and finances protected
- Video: Insights on handling the unexpected
- Article: Importance of creating an estate plan
