Even after your children have families of their own and most of your financial obligations are met, important financial decisions await. You’ll need to plan your estate and budget for final expenses such as funeral and burial costs. You might want to help your children with major purchases or expenses, such as buying a home or paying for their own children’s education. You may also be considering leaving a legacy gift for your grandchildren, alma mater, or favorite charity.
Below are some helpful guides, calculators, and videos.
Financial Planning as You Approach Retirement
Learn some guidelines to help ensure you lay a strong financial foundation for your retirement and your family’s future.
Get the No Nonsense Guide to Converting Term to Whole Life: What is whole life and why do I need it?
Get the No Nonsense Guide to Increasing Savings: 25 ways to start saving more today
Answer some simple questions about yourself to find out how much life insurance coverage you need.
Start with how much you want to pay each month and then determine the most coverage available for your budget.
Saving for Retirement Calculator
This preretirement calculator will help you determine how well you are prepared and what you can do to improve your retirement outlook. Find out how much of your salary you should save for retirement on a monthly and yearly basis.
Retirement Living Expenses Calculator
Use this calculator to help compare living expenses now with the day you retire. This will also help you plan your saving requirements for the day you retire.