Your life, your plan
This is where it all comes together. Here you’ll find the steps, the tips and the tools to help you build your Plan for life.
Setting your goal
Before making a plan to get there, you need to figure out where “there” is.
Where are you now?
With what you know so far, let’s see what your projected annual income will be at retirement.
Closing the gap
Remember the three keys to saving? Let’s look at where you stand.
Staying on track
You’ve taken the time to make a plan. Now you’ll want to know how it’s doing and what you could do to help it along.
Are you close to retirement?
As you get closer to your retirement date, it’s time to start thinking about how to convert your savings into income. Which option is right for you?
Useful links and tools
Here are some useful links and tools which you can use at any time to help you plan.
