Tools to help you meet your goals

Preparing for retirement is crucial at any life stage. Start by assessing your financial situation and emotional readiness five to ten years before retirement. Review insurance needs, survivor pension options, and beneficiary information as you approach retirement. One year prior, notify your employer and complete necessary forms. Use online tools like My Retirement Planner to evaluate income sources and expenses. Consider additional investments and tax strategies to maximize retirement income. Careful planning now ensures a fulfilling retirement later.

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