The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Social Security Guide
Download the 4 Critical Social Security Facts Retirees Must Know to learn:
- How age changes benefits
- Whether you can or should work while receiving benefits
- How Social Security benefits are taxed
- Spousal and survivor benefits available for married couples
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
File Retention
Know what to save, what to shred, and how long you need to hang on to documents.
Our document retention guide covers:
- Tax documents
- Legal documents
- Healthcare documents
- Asset & debt related documents
- and more
College Money Report™
Your College Money Report™ from the NAPFA Foundation College Affordability Project gives you answers to 3 critical things every family needs to know before entering the college funding maze.
- How much colleges think you can afford.
- If you will qualify for grants and/or scholarships.
- How much you will be expected to pay out of pocket.
Once you have your report, schedule an appointment to explore cost reduction options.
2026 Cheat Sheet
Download your 2026 Cheat Sheet of important numbers for planning.
- Tax brackets
- Retirement plan limits
- Tax deductions
- Tax credits
- Social Security and Medicare thresholds