Resources > Articles Mapping Out Your Retirement Savings Plan
The road to retirement takes different twists and turns for each of us, and navigating what is unfamiliar territory for many can seem intimidating. With a bit of education and careful planning, though, the road ahead is much more manageable. That's where we come in.
Your first step to managing your retirement plan should be to determine what phase of the journey you're on. To make it easy, we've broken up retirement planning into four general phases:
- Beginning to Save: If you haven't started to save for retirement, now is the time and here's where to start.
- Actively Saving: Already contributing? Take advantage of opportunities to maximize your savings and meet your goals.
- Preparing to Retire: With retirement on the horizon, understand what it will take to be on track to retire on your terms.
- Already Retired: Enjoying the fruits of your savings already? Make your money last and maximize your retirement.
Once you've identified where you fall, you can browse through our expert guidance tailored to that phase. Learn about saving options, strategies to help you stay on track, guidelines and regulations to be aware of, and more. A checklist is included in each section to help you transition to the next phase of saving.
Expand your understanding outside of these phases with our suite of tools and resources. Our library of articles allows you to go even more in-depth with retirement-specific topics, and our specialized calculators let you plug in your numbers to get an accurate picture of things, like where your savings stand or what your retirement income may be.
Mapping out the route you're taking toward retirement can help ensure you reach your destination successfully and with enough savings to live comfortably when you get there. Rest assured, whatever route you take, we can be your co-pilot.