Here are some recommendations for saving, investing for your future, and preparing for retirement, depending on your age and where you are in life.

Starting out

Learn how to manage debt and aspire to achieve financial independence.

Discover why you need to save for your retirement.

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Saving for retirement

Learn to manage household expenses while also saving for the future.

You need to focus on:

  • Maximizing savings
  • Managing risks
  • Developing a strategy for transitioning into retirement
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Nearing retirement (5–10 years before)

You may be taking care of your adult children or your parents.

You could also be thinking about:

  • What will I be doing in the future?
  • Will I be able to leave my social circle at work?
  • Am I financially and emotionally ready for retirement?

Benefit from useful information and tips on:

  • Products for retirement and how they work
  • Programs that could help you during your retirement (including Social Security and Medicare)
  • Managing income and expenses
  • How to maximize your savings
  • Wills and inheritance
  • Health and long-term care expenses
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You’re transitioning out of work and into retirement, or you’re looking for a new goal. Learn more about:

  • Strategies for sustainable income
  • Plans for decumulation (using savings to finance your retirement)
  • How to use investment products and savings you currently own
  • Risk management
  • Health and long-term care expenses
  • Wills and inheritance
  • How to make intelligent housing decisions
  • Learn how to manage ill parents or your spouse or partner
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