AARP Financial - Your Goals Overview

I'M SAVING FOR RETIREMENT

Plan for It.

Planning for retirement may be easier than you think. Especially with all the resources you'll find here. We've got articles, calculators, and more. And if you get stuck, our Financial Advisors are just a phone call away.

Get help with your retirement plan
Don't know where or how to start? Contact our Financial Advisors.
Invest $100 a month and see the potential growth
The best way to understand what can happen to your investments over time is to see it for yourself.

GETTING CLOSER TO RETIREMENT

Review your progress.

The time to check your retirement planning progress is well before you retire. Try one of our interactive calculators and find out how long your savings may last.

Will I have enough?
While not one single answer works for everyone, we can help you determine if you may be on the right track.
I think I might come up short.
Now what?
We can show you how to improve your financial retirement options.
When should I take Social Security?
When you take your benefits depends on many factors.

LIVING & WORKING IN RETIREMENT

Match your income to your needs.

Congratulations. You've crossed over into retirement. But that doesn't mean your work is done. Now you need to make sure you manage your savings and investments.

Routine Annual Checkups
Take time out to review your portfolio and its performance every year.
Get a lifetime income stream with an annuity
There's more than one choice in annuities. We'll show them to you.

The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, or legal, tax or investment advice, or a legal opinion. Individuals should contact their own professional tax or investment advisors or other professionals to help answer questions about specific situations or needs prior to taking any action plan based on this information.

The Financial Advisors are investment adviser representatives of AARP Financial Inc., an investment adviser.

While AARP endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is an investment adviser and a subsidiary of AARP.