NATIONAL RETIREMENT SECURITY MONTH

Maximize your retirement potential

Thinking about retirement can be a bit nerve-wracking, especially with all the uncertainty involved. But don’t worry – there are some steps you can take to make things more manageable.

It starts with a plan of action

No matter where you are in your saving journey, it’s important to have a solid plan so you’re prepared for the years ahead.

Take action by:

Setting clear goals.
Making regular contributions to your retirement plan.
Adjusting your strategy as needed.

That way you’ll be able to build a financial foundation to support your desired lifestyle after you stop working.

If you haven’t enrolled in your workplace retirement plan yet, now might be a great time to get started.

Enroll

It’s time to take action!

Explore these practical solutions to common concerns to help you feel more confident about saving for retirement

“I’m not sure I can save more”

We get it, saving for retirement can feel overwhelming, but every little bit helps. Start by setting small, manageable goals, like saving just a few dollars a week.

You can use this budget worksheet to see exactly where your money is going and where you might be able to make some changes.

As you get comfortable, you can gradually increase your contributions.

Use the Retirement Contribution Effects on Your Paycheck Calculator to see how much you could be saving.
Sign in to your account to review your current plan and make adjustments if possible.

Remember, even modest savings can add up overtime, and taking action by saving now can make a big difference later.

“I don’t have a plan in place”

The first step is to take action by creating a plan. We can help! Start by setting a savings goal and determine how much you can comfortably set aside each month.

Try our Retirement Pathfinder tool to define your goals and see what it’ll take to achieve your ideal retirement.
You can use it on your own by signing in to your account, or with the help of your Corebridge financial professional.
Schedule time to meet with them and discuss your goals and options.

Review your plan regularly and adjust as needed. Small, consistent steps can help you build a more secure retirement.

“I need to learn more about financial topics”

A good place to start is by picking a few key areas that you’re interested in, like budgeting, investing or saving for retirement. We have plenty of resources to help you take action by diving deeper:

National Webinar Series
Attend a live webinar or watch on demand to help you make more confident choices about your financial future.
Corebridge Education Center
A great resource full of articles on retirement planning and other life goals.
FutureFIT University
Choose short interactive presentations that cover a range of helpful topics like investing, retirement, buying a home and more.

By combining these resources, you’ll build an understanding of financial matters and make more informed decisions.

“How can I save for retirement and still address other priorities?”

Saving for retirement while juggling other financial priorities can definitely feel like a balancing act. Here’s a few things you can do to gain some control:

Start by setting clear goals for both your retirement and immediate needs. Use this budget worksheet to see where you money is going and where you can cut back.
Next, check out the Corebridge Saving Center for tips and resources to help you reach your financial goals.
Also, consider talking to your Corebridge financial professional for help tailoring a plan that aligns with your goals. Schedule a time to meet that works for you.

By systematically organizing your finances, you can take action by working toward a secure retirement without sacrificing your current priorities.

“Will I be able to retire when I want to?”

Thinking about whether you’ll be able to retire when you want can be daunting. Here’s a couple of ways you can take action to retire on your own terms:

Start by figuring out how much you’ll need each month in retirement and compare it to what you’re currently saving. Use the Retirement Planner calculator to create your plan of action.
Setting up a plan with clear goals can help you stay on track. Review your progress regularly and tweak your savings if needed. Retirement Pathfinder is a great tool to help you set goals, adjust strategies and model scenarios to help you take action for tomorrow.

By keeping a close eye on your finances and adjusting as you go, you’ll be in a better position to retire on your timeline.

“In these uncertain times, I could use some help”

Everybody needs a little help every now and then. That’s where we come in.

Start by reaching out to your Corebridge financial professional who can help you create a strategy to fit your unique situation. Schedule a time to meet and they’ll help you take care of the rest.
Also, consider attending an educational webinar. They’re great for picking up tips and staying informed. Register to attend a live webinar or watch on-demand to boost your financial literacy.

With the right help and a little bit of flexibility, you can still make solid progress toward your retirement goals.

Take the next step

Explore more retirement solutions and start taking action today.

Retirement Services site

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