Plan Smarter • Live Brighter
Retirement is Scary.
How people like you are preparing for retirement
The RetireMate Edge
Instant retirement guidance, every step of the way
Answers you can trust
Instant, personalized guidance you can rely on - built on tried and true principles used by leading retirement planners.
Checklists guide you forward
Retirement can feel overwhelming. Our checklists cut through the noise, showing you exactly what matters right now.
A Roadmap built for you
RetireMate tailors a plan to your goals and coaches you to achieve it, always with you, every step of the way.
What questions should
you be asking?
Top Financial Planning Questions Asked by People Like You
The RetireMate Edge
Instant retirement guidance, every step of the way
Answers you can trust
Instant, personalized guidance you can rely on - built on tried and true principles used by leading retirement planners.
Checklists guide you forward
Retirement can feel overwhelming. Our checklists cut through the noise, showing you exactly what matters right now.
A Roadmap built for you
RetireMate tailors a plan to your goals and coaches you to achieve it, always with you, every step of the way.
Explore more questions
Planning for Retirement should always be this easy.
RetireMate has read all the best Retirement books, so you don’t have to.
When laws and markets change, you’ll be the first to know how it affects you and what you need to do.
Haven’t saved enough? RetireMate will help you get on track and shows you all your options.
Want to speak with a Certified Financial Planner? RetireMate will help you find the right one for you.
Top Roth Conversion Questions People Like You Ask
The RetireMate Edge
Instant retirement guidance, every step of the way
Answers you can trust
Instant, personalized guidance you can rely on - built on tried and true principles used by leading retirement planners.
Checklists guide you forward
Retirement can feel overwhelming. Our checklists cut through the noise, showing you exactly what matters right now.
A Roadmap built for you
RetireMate tailors a plan to your goals and coaches you to achieve it, always with you, every step of the way.
Explore more questions
Not sure where to start?
Tap a question below to begin.
How long will my savings last?
Learn how your savings will grow and then decline in retirement for 3 lifestyle types.
What age can I retire?
Discover the earliest and most sustainable retirement age based on your savings, income, and lifestyle goals.
How much should I save per month?
Find out the monthly savings you need today to stay on track for a secure and comfortable retirement.
What will my retirement income be?
Estimate your retirement income from savings, Social Security, and other sources to see how much you'll have each month.
Should I delay Social Security?
Compare the benefits of claiming Social Security early versus delaying, and see which option maximizes your lifetime income.
How will inflation impact me?
Understand how rising costs will affect your retirement expenses and what you can do to protect your purchasing power.
Retirement Resources, News & Advice
- Important Retirement Dates
- Retirement calculators
- Retirement books
- Retirement podcasts
- Where to Live in Retirement
- Finding Adventure in Retirement
- Certified Financial Planners & Advisors
- Saving for Retirement
- Retirement Income
- Tax Strategies
- Medicare & Medicare Advantage
- Social Security
- Life & Long-Term Care Insurance
- Estate Planning & Legal
- Long-term care
- Retirement lifestyle blogs
Top Questions for 35-44 Year Olds
- Am I on track for retirement savings at 40?
- How can I catch up if I started saving late?
- How do I avoid burnout while building wealth?
- How does taking time off for caregiving affect my retirement?
Top Questions for 45-54 Year Olds
- Am I behind on retirement savings at age 50?
- Can I retire early at 55?
- Is it worth starting a side business for retirement income?
- What retirement benefits can I claim from a deceased or ex-spouse?
Top Questions for 55-64 Year Olds
- When should I start taking Social Security?
- Should I buy an annuity to guarantee income?
- How can I maximize pension and Social Security benefits?
- How do I plan for retirement if I was a full-time homemaker?