The Action Planner Series provides targeted educational content, practical tools and actionable insights focused on key financial topics. Combined with guidance from a financial professional, these resources can help individuals build a personalized plan, make informed decisions and take action toward a more secure financial future. Action is everything.
Retirement Investing Action Planner
Managing emotions
In changing markets, strong emotions like overconfidence or fear can cloud one’s judgment resulting in potentially costly mistakes, such as buying at the market’s peak or selling just before the market rebounds.
This ACTION PLANNER offers timely insights and action steps to help you break the cycle of emotional investing and stay focused on your long-term goals.
Tax Action Planner
Taking advantage of tax-smart strategies for retirement
As you prepare for your financial future, it may make sense to periodically review your retirement savings and investment strategies from a tax perspective.
This ACTION PLANNER highlights a number of tax-smart strategies that may help you reduce your current taxes and help you meet your long-term financial objectives.
Retirement Income Action Planner
Turning assets into income
You've worked hard to build up your retirement assets. And now, with retirement in sight, it may be time to shift the focus from saving for retirement to creating the future you envision — with lasting lifetime income.
This ACTION PLANNER is designed to help you make informed decisions about your retirement income and create a personalized income strategy that's right for you.
Action Planner for Women
Planning for your financial future
While women are gaining financial power and now control about one-third of total household financial assets in the U.S., they are still experiencing specific challenges when it comes to saving, investing and preparing for their future.
This ACTION PLANNER digs into the obstacles and opportunities that may lie ahead — and offers key insights, ideas and action steps to help women get to where they want to go.
Medicare Action Planner
Factoring Medicare into retirement income planning
As part of the retirement income planning process, it can be important to factor Medicare costs into your retirement expenses as you navigate your Medicare options.
This ACTION PLANNER explores Medicare and how it works, the different coverage components of Medicare, and an income strategy you may want to consider to help with your Medicare premiums.
Lifetime Income Action Planner
Funding longer lives with protected lifetime income
Living longer should be cause for celebration, not financial worry. Annuities can deliver a steady stream of protected lifetime income — no matter how long you live.
This ACTION PLANNER offers helpful research-based longevity and retirement planning insights — and highlights different types of annuities you may want to explore to help address the need for lasting lifetime income.
Decumulation Action Planner
Turning savings into reliable retirement income
You've spent decades building your retirement savings — now it's time to put that foundation to work. The shift from saving to spending is the next step in your retirement journey, and it benefits from the same thoughtful planning that got you here.
This 8-step ACTION PLANNER, developed in partnership with best-selling author and personal finance expert Jean Chatzky, gives you practical insights and action steps to help you live fully and spend confidently in retirement.
Gen X Retirement Action Planner
Don't you forget about me
65 million strong and quickly marching towards retirement, Gen X is a generation that should not be overlooked, discounted or forgotten.
This ACTION PLANNER reveals important insights about Gen Xers' financial capabilities, concerns and retirement planning priorities — and provides 8 Retirement Action Steps that make it easy for Gen Xers to take action for the future.
Longevity Planning Conversations Action Planner
Starting important longevity planning conversations with family
Family conversations about the future — and reaching a consensus around the important later life questions of who, what, when, where and how — are a vital part of longevity planning.
This ACTION PLANNER offers valuable insights and tips to help you talk with aging parents, adult children, or your spouse or partner about essential but sometimes difficult topics.
Longevity Action Planner
Actively preparing for the possibility of living a very long life
Many people are living longer than they ever expected — and that reality can bring both opportunity and uncertainty. An important first step is thinking about what living longer could mean for you — and talking about it with those in your life.
This ACTION PLANNER serves as a 10-point discussion guide for those nearing retirement and focused on achieving a long, fulfilling and successful future.
Living and Funding Longer Lives
Creating a strong financial foundation for fully lived longer lives
Our latest study on longevity and retirement finds that Americans view the possibility of living to 100 with guarded optimism. In this white paper, we explore the opportunities and challenges associated with living longer lives, the drivers of optimism, and how longevity planning can help more people look to their future with confidence.
This piece offers key action steps that individuals, financial professionals and employers can take today to help prepare for increasing longevity and a more secure financial future.
Preparing to Thrive Action Planner
Building habits that help support how you live — starting now
The everyday choices we make — how we move, eat, sleep, manage stress, stay connected, and plan financially — shape how we feel and function at every stage of life.
This ACTION PLANNER draws on research-backed insights to help you take action across eight key areas of well-being — not to change everything at once, but to help you find realistic next steps that fit your life today.
Social Connection Action Planner
Strengthening connections for a healthier longer life
Strong relationships are one of the most powerful drivers of lifelong health and well-being — yet social connection has gradually become less central in how we structure our lives and communities. As we live longer, rebuilding opportunities for connection is essential, not optional.
This ACTION PLANNER draws on research-backed insights to help you take action across key aspects of social connection — from work and volunteering to lifelong learning, hobbies, and where you live — so you can build stronger connections, one step at a time.
