What does your retirement look like? Click here for the worksheet Retirement, Thinking It Through that gives you the opportunity to identify what you most enjoy or look forward to in retirement and/or what are your primary concerns.

Here are just a few examples of the kinds of financial questions we stand ready to help you with:  

  • Am I on track for my retirement goal? 
  • Will the pandemic affect my plans to retire?
  • What planning moves should I make before I set my retirement date?
  • How do I transition my ‘nest egg’ into ‘retirement paychecks’?
  • When should I start Social Security benefits?
  • How will my retirement be impacted if I choose to work part-time?

Find Out if You’re on Track