- Quiz
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- Sep 23, 2017
Are You Saving Enough for Retirement?
Answer these seven questions to determine whether your retirement plan lines up with what you may need.
With longer life expectancies the norm, pensions becoming increasingly rare, and market volatility, finding your path to meeting retirement savings goals can feel confusing and complex. It’s important to regularly check progress and recalibrate if needed. Answer these seven questions to get tips to help meet your goals – and see how your retirement planning compares to others.1
Next Steps
You’ve answered all seven questions – now what? Financial planning is an ongoing process, even after retirement. Consider these next steps.
Learn about retirement tools
Annuities and life insurance can help protect what you’ve earned and ensure it lasts.
Meet with a financial advisor
Learning about an advisor’s approach helps ensure you find the right person for your needs.
Manage your financial portfolio
What changes might need to be made to secure the retirement lifestyle you’ve envisioned?
How to Balance Competing Financial Goals
Balancing competing financial goals when you're close to retirement can be possible with careful planning. Here are seven steps to help balance competing priorities.