RESOURCES: FINANCE

Financial planning and working the plan is an on-going process in all stages of life. In senior life they are more critical. If for no other reason, there is not a lot of time to make adjustments. There are lots of tools and resources available to support your planning. We’ve listed a few that members have found of value.

If you have a resource that has proven its value, please pass it along. You can send a link to Help@WSJSociety.com with a brief comment on why you have found it of value. Thanks for your help.

 

Company Resources

Johnson Controls benefits, pension and healthcare

Social Security/Medicare

This is the home site for access to personal account information, online services, retirement estimator, frequently asked questions and more. Below are links to several pages of particular interest:

Retirement Benefits Social Security information and online application

Medicare Benefits Access information and online application

Social Security Webinars Watch webinars for more information

mySocialSecurity Create an account or sign into your existing account

Online Planning Information and Tools

Schwab Money Wise answers to financial questions for all ages — looks good as a resource for mentors too!

Fidelity:Retirement Planning financial planning and living in retirement with tools; an open access segment of the Fidelity site

Charles Schwab Retirement Planning practical guidance and answers to your retirement planning questions

Consumer Financial Protection Bureau/Older Americans information and services from the new U.S. Government agency

Books

“The Charles Schwab guide to finances after fifty : answers to your most important money questions” by Carrie Schwab-Pomerantz with Joanne Cuthbertson.

“All your worth : the ultimate lifetime money plan” by Elizabeth Warren and Amelia Warren Tyagi.