Create A Plan for Your Unique Retirement

Planning for retirement means something different for each one of us.

Consider your next chapter and the steps you'll take to bring your vision to life.

Answer these six questions and we’ll generate a tip-filled planner to help you make your retirement a reality.

I really love my weekends
because I can ...
(pick up to three)
A mother playing on a swing with her two daughters


Having a vision of retirement can help you build a solid, personalized plan. The 20% of Americans who are financially confident have a plan and stick to it.1

I think my financial concerns in retirement will focus on … (pick up to three)


Examining some of the bigger financial responsibilities that can impact your retirement is an important step in the planning process.

My current income sources include … (choose all that apply)
A young woman changing the sign on her business to “open”


You can ease into retirement by working part-time. Currently 19% of those over 65 are still working in some capacity.2

My biggest concerns when I think about retirement are … (choose all that apply)


If you have concerns about your retirement, you’re not alone. Only 20% of working Americans are financially confident.1

I am currently preparing for retirement by … (choose all that apply)
A couple looking at a sheet of paper and being happy about what it says


Having multiple resources that work together to provide a monthly income in retirement can be a strong, long-term strategy.3

I think I’ll have extra income in retirement through … (choose all that apply)


Retirement nowadays requires more planning than it did for our parents. People are living longer, and company pensions have declined by more than 70%.4

1. The Guardian Study of Financial and Emotional Confidence, 2016.
2. Ben Steverman, Bloomberg, Working Past 70: Americans Can’t Seem to Retire, 2017.
3. Robert Merton, “Harvard Business Review, The Big Idea: The Crisis in Retirement Planning”.
4. IRI Factbook 2017 —17th Edition.

This material is intended for general public use. By providing this material, neither The Guardian Life Insurance Company of America nor any of its affiliates (“Guardian") are undertaking to provide legal, tax or investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact your tax, investment or legal advisor for guidance and information specific to your individual situation. Guardian is not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this material.

2022-143492 Exp. 9/24