Getting closer to retirement and want to make sure you’re on the right track financially? The resources on this page can help you check if your finances are in a good place, learn about Medicare, and understand what you need to do in the months leading up to actually retiring.

Financial Planning Resources

Do you have enough money saved for retirement? Fidelity can help you figure that out.

Fidelity’s financial wellness checkup can help you understand what’s going well and what else you can do to work toward your money goals. Take a few minutes to answer some questions (think: saving and spending, debt management, and more). From there, you’ll get a look into how you’re doing and find tips that can help you move forward.

According to the Fidelity Retiree Health Care Cost Estimate, a single person age 65 in 2024 may need approximately $165,000 saved (after tax) to cover health care expenses in retirement. An average retired couple age 65 in 2024 may need approximately $330,000 saved. Don’t get caught unprepared for expenses in retirement!

You can check the status of your 401(k) at any time by going to www.netbenefits.com.

All About Medicare

Starting to think about Medicare, but don’t know where to start? You’re not alone. The Medicare process can be complicated and confusing. This brief overview can help you understand some Medicare basics.

Try ALEX Medicare!

Medicare is confusing and complicated. ALEX makes it simple! Try ALEX Medicare to get help with the whole Medicare process, whether you’re ready to sign up now or just looking to understand your options for the future. ALEX Medicare can help you learn about your Medicare eligibility and enrollment dates, how Medicare works with your existing insurance, and your Medicare coverage options and costs.

Get started now.