Map Out Your Budget

Taking inventory of your retirement income and expenses can give you a good idea about how prepared you are for the future. In general, experts say you’ll need 70% to 80% of your current income to maintain a similar lifestyle in retirement.

Watch the video below to learn more about estimating retirement income and expenses.

More Budgeting Tips

Note some important facts about Social Security, as part of your retirement planning. Additionally, health care costs are on the rise. Learn three things you can do now to help lessen the effects on your retirement savings.

Need help with a budget? Use our Retirement Planner tool to create a budget in about 15 minutes

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This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.