Retirement Clarity Guide

The following LifePhases are presented to help you identify which part of your life you are in. Click on the phase that best aligns with where you are in your life. You will find a checklist, tailored to the issues you will be addressing and things you should be considering at this point in life.

When working through each phase, you will also notice a “What’s next” section, which will provide you some hints and ideas about preparing and successfully navigating the next phase!

LifePhase 1
LifePhase 1
I’m beginning my career.
Up through age 35

Phase 1 Materials

LifePhase 2
LifePhase 2
I’m living my life and thinking about my future.
Age 36 through age 50

Phase 2 Materials

LifePhase 3
LifePhase 3
I’m approaching retirement.
Age 51 to retirment date

Phase 3 Materials

LifePhase 4
LifePhase 4
I’m retiring.

Phase 4 Materials

LifePhase 5
LifePhase 5
I’m retired.

Phase 5 Materials