DIY Retirement Guides For Those Nearing or in Retirement
General
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What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
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What Issues Should I Consider When Dealing With High Inflation?
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What Issues Should I Consider When Funding An Unexpected Expense?
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What Issues Should I Consider For My Child With Special Needs?
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What Issues Should I Consider When Starting Out Financially?
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What Issues Should I Consider When Paying Off My Student Loans?
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Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?
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What Issues Should I Consider During A Recession Or Market Correction?
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What Issues Should I Consider To Fund My Child’s College Education?
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As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
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As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
Retirement/Decumulation
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What Issues Should I Consider With My Social Security Retirement Benefits?
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If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?
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Am I Eligible For Social Security Benefits As A Surviving Spouse?
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Can I Delay Distributions From The Traditional IRA I Inherited?
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Will A Distribution From My Roth IRA Be Tax And Penalty-Free?
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Will A Distribution From My Traditional IRA Be Penalty-Free?
Tax Planning
Insurance Planning
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What Issues Should I Consider When Reviewing My Existing Life Insurance Policy?
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What Issues Should I Consider When Purchasing Disability Insurance?
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What Issues Should I Consider When Purchasing A Life Insurance Policy?
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What Issues Should I Consider When Purchasing Long-Term Care Insurance?
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Should I Change My Medicare Coverage During Open Enrollment?
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What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
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What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies?
Estate Planning
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What Issues Should I Consider When Reviewing My Beneficiaries?
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Should I Use A Donor Advised Fund (DAF) When Giving To Public Charities?
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What Issues Should I Consider When Reviewing My Estate Planning Documents?
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What Issues Should I Consider When Establishing My Charitable Giving Strategy?
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What Issues Should I Consider If I Experience A Sudden Wealth Event?
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What Issues Should I Consider Before I Update My Estate Plan?
Life Events
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What Issues Do I Need To Consider As My Child Becomes Independent?
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What Issues Should I Consider If I Get A Promotion Or Raise At Work?
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What Issues Should I Consider When Having (Or Adopting) A Child?
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What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
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Am I Eligible For Social Security Benefits If I Have Been Divorced?
8,000 Days of Retirement
Three Questions That Can Predict Future Quality of Life
8,000 Days: Four phases of your retirement waiting to be invented
Three Questions That Can Predict Future Quality of Retirement
8,000 Days Workbook
Quality of Life Workbook
Education & Resources
Retirees Who Are Thinking About Working in Retirement
10 Resources to Help You Find a Job in Retirement
How to Continue Your Education in Retirement
How to Continue Your Education in Retirement (Without Spending a Fortune)
Technology: Staying on the Job
Whether you want to continue growing in your career or try something new, these tools can help you achieve your goals.
Get Connected
Contact at local college career training/ professional development office
Online job postings seeking older workers at RetirementJobs.com, RetiredBrains.com, and Workforce50.com
Education & Resources
Home Sweet Dangerous Home
How Certified Aging in Place Specialists (CAPS) Can Help You Age in Your Home
Aging in Place Remodeling Checklist
National Association of Home Builders Aging in Place Checklist
How to Decide: Aging in Place vs. Assisted Living
Evaluate the pros and cons
Technology: A House That Keeps Itself
Whether you want to continue growing in your career or try something new, these tools can help you achieve your goals.
Get Connected
Certified aging-in-place specialists (CAPS)
Handyman/maintenance and basic repairs
Home security professional
Landscaping/lawn care
House cleaning
Real estate agent (specializing in downsizing)
Director at an assisted-living community, 55+ community, or skilled nursing facility
Education & Resources
How to Create a Family Caregiving Plan
Be prepared if you’re called on to provide caregiving to an aging loved one
AARP Family Caregiving Guide
General Needs Assessment to Help Evaluate Your Situation
Caregiver Burnout: How to Avoid It if You’re Caring for a Spouse
How You Can Get Some Relief Caring for a Spouse
Hidden Costs of Caring
Where to Turn for Help When You Are the Helper
Get Connected
Check out Eldercare Locator at eldercare.acl.gov and usaging.org
Familiarize yourself with caregiving apps such as carezone.com, lotsahelpinghands.com, and caringbridge.org
Memory care specialist
Education & Resources
Retain Your Brain
How to age-proof your most valuable asset
10 Brain Tips to Help Keep Your Brain Healthy as You Age
Practical insights from Marc Milstein, neuroscience researcher
Technology: Staying Healthy
Whether you want to continue growing in your career or try something new, these tools can help you achieve your goals.
Get Connected
Life care manager
Home care providers
Elder law attorney
Funeral director
Personal trainer
Dietitian
Education & Resources
The Social Portfolio
Why investing in social connections is a critical component of comprehensive longevity planning
The Social Portfolio Workbook
Why friendships are so important to aging well
Technology: Staying Connected
Whether you want to continue growing in your career or try something new, these tools can help you achieve your goals.
Get Connected
Volunteer organizations, social groups, community organizations
Retiree mentor
Life coach
Gym representative
Contact at a church or faith-based groups
Education & Resources
How to Determine if Your Aging Loved One Should Be Driving
Driving is critical to helping aging loved ones maintain their health and independence. But what if it becomes dangerous.
Technology: Staying Mobile
Whether you want to continue growing in your career or try something new, these tools can help you achieve your goals.
Get Connected
Driving rehabilitation specialists
Car dealers
Career Management
Career coach/counselor
Contact at local college career training/ professional development office