Retirement planning

Prepare for the future you want with retirement planning insights and tools that can help you retire with confidence.

Featured articles

How much do you need to retire? Consider these guidelines on your financial journey

There is no one-size-fits-all plan when it comes to how much you'll need to retire, but there are a few common benchmarks. 

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Think you can retire by 50? Here are 8 things to consider

Good financial planning is crucial if you want to retire by 50. A financial advisor can help you create a customized plan to help you reach your retirement goal.

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Top retirement risks and how to prepare for them

Learn how to prepare for common retirement risks to help secure your financial future.

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Don't let unexpected health care costs spoil your retirement

Time is your greatest asset when planning for medical expenses in retirement, and an experienced advisor can help.

Two people walking outside

Strategies to catch up on your retirement savings

If you’re feeling behind on your retirement savings, there are strategies that could help you make up for lost time.

Tools

Retirement planner calculator

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.

Individual 401(k) savings calculator

An Individual 401(k) can be one of the best tools for the self-employed to create a secure retirement.

Roth 401(k) vs. Traditional 401(k) calculator

Compare costs and savings scenarios of traditional 401(k) to a Roth 401(k) to help you determine the best option for your retirement.

Ready to take the next step?

No matter your stage in life, a dedicated Citizens Wealth Advisor* can work directly with you to build a personalized financial plan.

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More articles

Key considerations for a solid financial plan

A financial plan is a roadmap for your financial life. A solid financial plan could keep you on the right track designed to match your goals.

How to change a will

As important life events take place, it’s a good idea to review and update your estate plan.

How to talk to your college grad about retirement

Learn how to teach your kids about the importance of saving for retirement at an early age as they enter the working world.

How life insurance retirement plans could help in retirement

Learn how life insurance retirement plans (LIRPs) could help you create an additional income stream in retirement.

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Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC ("CFA"), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC ("EPS") or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.

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