Our new Action Planner Series offers valuable educational resources, tools and insights to help you take action in specific areas of your financial life, with the help of a financial professional.
Action today can lead to great things tomorrow. Action is everything.
Action Planner for Women
Planning for your financial future
While women are gaining financial power and now control about one-third of total household financial assets in the U.S., they are still experiencing specific challenges when it comes to saving, investing and preparing for their future.
This new ACTION PLANNER digs into the obstacles and opportunities that may lie ahead—and offers key insights, ideas and action steps to help women get to where they want to go.
Medicare Action Planner
Factoring Medicare into retirement income planning
As part of the retirement income planning process, it can be important to factor Medicare costs into your retirement expenses as you navigate your Medicare options.
This new ACTION PLANNER explores Medicare and how it works, the different coverage components of Medicare, and an income strategy you may want to consider to help with your Medicare premiums.
Retirement Investing Action Planner
Managing emotions
In changing markets, strong emotions like overconfidence or fear can cloud one’s judgment resulting in potentially costly mistakes, such as buying at the market’s peak or selling just before the market rebounds.
This new ACTION PLANNER offers timely insights and action steps to help you break the cycle of emotional investing and stay focused on your long-term goals.
Social Security Action Planner
Exploring Social Security options
Choosing when to begin Social Security may be one of the most important retirement planning decisions that you make.
This new ACTION PLANNER offers valuable education, insights and action steps to help you better understand your Social Security options and integrate your Social Security benefits with other sources of retirement income.
Retirement Income Action Planner
Turning assets into income
You've worked hard to build up your retirement assets. And now, with retirement in sight, it may be time to shift the focus from saving for retirement to creating the future you envision—with lasting lifetime income.
This new ACTION PLANNER is designed to help you make informed decisions about your retirement income and create a personalized income strategy that's right for you.
Tax Action Planner
Taking advantage of tax-smart strategies for retirement
As you prepare for your financial future, it may make sense to periodically review your retirement savings and investment strategies from a tax perspective.
This new ACTION PLANNER highlights a number of tax-smart strategies that may help you reduce your current taxes and help you meet your long-term financial objectives.
Longevity Action Planner
Preparing for greater financial security and well-being in retirement
Americans are living longer and embracing the idea of a very long life. And while that’s great news, it’s also a call for more education around longevity-related issues, thoughtful planning, and purposeful action.
This new ACTION PLANNER reveals important planning insights and offers key action steps you can take today to help prepare for increasing longevity and a more secure financial future.
Longevity Planning Conversations Action Planner
Starting important longevity planning conversations with family
Family conversations about the future—and reaching a consensus around the important later life questions of who, what, when, where and how—are a vital part of longevity planning.
This new ACTION PLANNER offers valuable insights and tips to help you talk with aging parents, adult children, or your spouse or partner about essential but sometimes difficult topics.
Gen X Retirement Action Planner
Don't you forget about me
65 million strong and quickly marching towards retirement, Gen X is a generation that should not be overlooked, discounted or forgotten.
This new ACTION PLANNER reveals important insights about Gen Xers' financial capabilities, concerns and retirement planning priorities—and provides 8 Retirement Action Steps that make it easy for Gen Xers to take action for the future.