PLAN YOUR FINANCIAL FUTURE

Do you have the money you need to age well? Whether you’re looking ahead to retirement or already there and want to find ways to make your money last, we’re here for you. Take our free, short assessment to get tips for your situation.

GET STARTED IN SECONDS

Age Well Planner is a free and confidential tool that helps assess your financial situation.

Take a short assessment to get personal tips

Discover tools to boost your income

Explore programs that can save you money

Lifetime Income

Retirement looks different for everyone. Create a financial plan based on your goals. Learn how to diversify retirement income, reduce debt and budget monthly expenses.

Medicare Options

10,000 people become eligible for Medicare every day. Get help navigating Medicare options and receive a personalized report with information on plans and costs estimates.

Benefits Programs

There are over 2,500+ assistance programs that exist to help older adults with the cost of basic needs like healthcare, medications, housing, food, and utilities. Find out which programs your eligible for and enroll.

WHY AGE WELL PLANNER?

The reality is that many people struggle to make ends meet in retirement, we want to reverse this trend and help older adults become financially comfortable. At the National Council on Aging we refer to this as the third phase of your life and we recognized many older adults plan for retirement their whole life, but the questions often left unanswered are

What do you do when you get there;
Do you have enough saved to last the entire time;
What would you do if a Medical emergency occurs?

EDUCATIONAL RESOURCES

What is an Annuity and How Does it Work?

An annuity is an investment option that can provide a guaranteed income for an individual or their spouse throughout their retirement.

5 Steps to Choosing a Medicare Plan

If eligible for Medicare at age 65, there is a seven-month period to sign up. It begins three months prior to the month before turning 65, includes the month

How Benefit Programs Help Budgets

Thousands of public and private programs are available to seniors with a qualifying income. These programs pay for health care, prescriptions and food.