A practical guide for adults 55+

Getting Closer to Retirement but Still Unsure If You're Ready?

Whether retirement is 2, 5, or 10 years away, discover the important steps to take now so you can prepare for your next chapter.

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Are You Ready to Retire? hardcover book mockup showing the approved cover artwork

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Does Thinking About Retirement Leave You With More Questions Than Answers?

These concerns are common when retirement is getting closer. A practical starting point can make the next steps easier to review.

I don't know if I have enough saved. You want a clearer way to review your savings and expected retirement expenses. — I don't know if I have enough saved.

I'm confused about Social Security. You have questions about timing and the decisions that may affect your income. — I'm confused about Social Security.

I'm worried my money won't last. You want to think through everyday costs and the changes retirement may bring. — I'm worried my money won't last.

I don't know what to do first. There are many decisions to review, and you need a practical place to begin. — I don't know what to do first.

You don't have to figure everything out at once. You need a clear place to start.

A Clearer Roadmap to Retirement, Whatever Your Timeline.

Preparing for retirement involves organizing finances, understanding benefits, anticipating healthcare expenses, and reviewing the lifestyle decisions that matter after work.

Review your retirement expenses.

Organize retirement savings and accounts.

Understand Social Security decisions.

Prepare for healthcare and Medicare.

Plan around your retirement timeline.

Inside Are You Ready to Retire: a retirement planning guide with twelve topics covering retirement readiness, budgeting, income, savings, Social Security, Medicare, taxes, withdrawals, long-term care, housing, lifestyle, and a final checklist.

Know What to Prepare Before Your Paychecks Stop.

Discover what you need to review, organize, and prepare before leaving full-time work.

Retirement expenses. Understand how retirement income and household expenses fit together. — Retirement expenses

Retirement savings and accounts. Organize savings and accounts so you can review what you have and what questions remain. — Retirement savings and accounts

Social Security decisions. Understand important considerations when deciding when to claim benefits. — Social Security decisions

Healthcare and Medicare preparation. Review healthcare planning considerations before and during retirement. — Healthcare and Medicare preparation

Different retirement timelines. Consider preparation steps based on how close you are to leaving work. — Different retirement timelines

Lifestyle after retirement. Think through housing, relationships, activities, and lifestyle goals. — Lifestyle after retirement

Your Retirement Timeline Is Personal. Your Preparation Can Start Today.

Get a practical guide to the financial and lifestyle decisions worth reviewing before retirement.

Are You Ready to Retire?

What to Know About Your Money, Benefits, Healthcare, and Life After Work

Secure checkout · PDF + EPUB delivery after verified payment.

Secure checkout. PDF + EPUB delivery after verified payment.