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With retirement coming into view, it’s time to get your financial planning into high gear. Check your progress and catch up if you need to. Plan ahead for things like Social Security, health care costs and how to go from saving to spending.
Planning to retire in 10 years or less? In addition to talking with your financial advisor, use this checklist to help you get started.
The closer you get to retirement, the more important it is to be realistic about your goals and savings. By taking a close look at where you stand now, you can make changes to stay on track — or catch up if you need to.
With retirement typically lasting 25 or 30 years and beyond, it's important to create a retirement investment strategy that can convert your savings into retirement income
With greater longevity and rising health care costs, retirement is getting more expensive. And while Medicare will pay some of your health care costs (once you reach 65), it doesn’t cover everything
Although Social Security will make up just a portion of your retirement income, it’s an important part of your overall retirement strategy. Give careful consideration to when its most advantageous to take your benefit.
Meet with an estate-planning attorney to ensure you have a strategy in place that will carry out your wishes. Review and, if necessary, update your:
You've been working for retirement your whole life. First, talk to your financial advisor to make sure you're on track according to your goals ‒ and then start living the life you've been planning for.
Edward Jones is a licensed insurance producer in all states and Washington, D.C., through Edward D. Jones & Co., L.P., and in California, New Mexico and Massachusetts through Edward Jones Insurance Agency of California, L.L.C.; Edward Jones Insurance Agency of New Mexico, L.L.C.; and Edward Jones Insurance Agency of Massachusetts, L.L.C.