Can I retire? Start with these seven questions.
A plain-English framework for deciding whether your income, spending, health coverage, taxes, and backup plans are ready for retirement.
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Retirement answers
Start with the question you are actually trying to answer.
Retirement planning gets easier when each decision has a clear job. These guides explain the moving pieces, show what to compare, and point you back to the numbers that matter.
The Gen X retirement planning checklist
A practical retirement checklist for Gen X: consolidate the picture, use catch-up years well, plan for parents and children, and turn savings into income.
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Retiring before 65: how to plan the health-insurance bridge
Understand the health coverage gap before Medicare, including Marketplace plans, COBRA, spouse coverage, income estimates, and enrollment timing.
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Social Security claiming for couples: compare the household, not two individuals
A clear way for married couples to compare Social Security claiming ages, bridge income, survivor benefits, and retirement timing.
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Seven retirement income sources—and how to model each one honestly
Learn how Social Security, pensions, portfolios, rental property, annuities, part-time work, and other recurring income fit into a retirement plan.
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Build a retirement spending plan that looks like real life
Move beyond income-replacement rules with a retirement budget for essential, flexible, irregular, health-care, tax, and family expenses.
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Your numbers, not an average