Resources
Everything in one place.
Official government links, free tools, and guides — organized so you can find what you need and get on with it.
Section 1
Official government links
Straight from the source — the official sites for Social Security, Medicare, taxes, and more.
- Social Security Administration
Benefit estimates, claiming tools, My Social Security account
SSA.gov - Medicare.gov
Plan finder, coverage info, and cost comparisons
Medicare.gov - Medicare Plan Finder
Compare Medicare Advantage and Part D drug plans side by side
Medicare.gov - IRS Retirement Plans
RMD tables, IRA rules, 401(k) contribution limits
IRS.gov - Benefits.gov
Federal benefits finder — see what you may qualify for
Benefits.gov - Eldercare Locator
Find local aging services and caregiver support
ACL.gov - CFPB Retirement Tools
Retirement planning tools from the Consumer Financial Protection Bureau
CFPB.gov - FTC Funerals Consumer Guide
Your rights when purchasing funeral goods and services
FTC.gov - USA.gov Estate Planning
Government overview of wills, trusts, and estate documents
USA.gov
Section 2
Helpful tools
Calculators and interactive tools to help you run the numbers on key retirement decisions.
- Retirement Readiness Checklist
A free, step-by-step checklist covering every major retirement decision — so you know exactly what to tackle next.
Free download - Monte Carlo Retirement Calculator
Estimate how long your savings might last under different market scenarios.
Coming soon - RMD Calculator
Calculate required minimum distributions by account type and age.
Coming soon - Social Security Benefit Comparison
Compare your estimated monthly benefit at 62, full retirement age, and 70.
Coming soon - Medicare Cost Estimator
Estimate your out-of-pocket healthcare costs in retirement.
Coming soon - Retirement Income Calculator
Model income from Social Security, savings, and other sources.
Coming soon
Section 3
Free guides
Checklists, worksheets, and step-by-step guides we've created to help you work through retirement decisions.
- Retirement Readiness Checklist
A free, step-by-step checklist covering every major retirement decision — from Social Security and Medicare to taxes, income planning, estate planning, and lifestyle goals.
Free download - Retirement Expense Worksheet
A free worksheet to map out your expected monthly expenses in retirement — so you know how much income you actually need.
Free download - RMD Guide
A free guide to required minimum distributions — rules, deadlines, how the amount is calculated, and what to do before they begin.
Free download - Budget Template
Monthly retirement income and expense planner.
Coming soon - 401(k) Rollover Guide
Step-by-step walkthrough of your rollover options and how to avoid tax mistakes.
Coming soon - Medicare Guide
Parts A, B, C, and D, enrollment deadlines, and how to choose between Original Medicare and Medicare Advantage — all in one place.
Free download - Social Security Claiming Worksheet
Work through the 62 vs. FRA vs. 70 decision with a structured framework.
Coming soon - Estate Planning Checklist
Every document, account, and conversation to have in place before you need them.
Coming soon - Caregiving Planning Guide
How to assess a parent's needs and start organizing care options.
Coming soon
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