Before you claim
The age you claim Social Security affects the amount of monthly benefits you’ll receive. We’ll help you think through this decision.
Your retirement income
Deciding when to take social security and how to use your pension are some of the most important decisions you can make in retirement.
Protect your retirement pension
If you are considering a pension advance, follow these dos and don’ts.
Considering a lump sum pension payout? Consider these tips.
While a lump sum payout can give you the flexibility of choosing whether to invest or save your money, there are risks, too.
Your home and retirement
Your home and the equity you have accrued can provide a safety net for your retirement years.
What is a home equity loan?
Learn how home equity loans work, and whether it’s a good idea to borrow against the savings you’ve built up in your home.
Don’t be misled by reverse mortgage advertising
Don’t be fooled by reverse mortgage advertising that doesn’t mention the risks.
Planning for the future
Because you are likely to spend 20 or more years in retirement, you may need help making financial decisions as you age.
Need help managing your money or someone else’s?
If you need help managing your finances or you’re helping someone else, this guide will clarify your role and responsibilities.
Managing your debt
More older consumers are carrying debt into retirement. Learn how to prevent debt from jeopardizing your financial security.
Three tips to keeping your retirement plan on track
Many seniors are paying a mortgage well into retirement. If you’re one of them, make sure it doesn’t throw a wrench into your retirement plans.