Retirement

See if you’re ready for the future with this selection of articles on retirement.

These articles help clarify critical retirement issues and choices—HSA and FSA basics, collecting social security, understanding 401(k), and more.

Transitioning to Retirement

When you’re mapping out the best route to collecting retirement income, there’ll be several forks in the road. But you can arm yourself with knowledge to make informed decisions.

Investing
5 Changes to Retirement Law in 2024

Learn about new laws designed to make it easier for everyday savers to prepare for retirement.

Coach
Retirement
Am I Ready To Retire?

Are you on track to meet your retirement goal?

Borrowing and Credit
Benefits for Veterans

Military service members receive special, life-changing benefits as a thank you for their services.

Calculator
Investing
CD Calculator

See how much your CD can grow with different interest rates over time.

Insurance
Disability Benefits & Insurance

Disability insurance benefits are the best way for you to know your finances are secure in the event of an acquired disability or sudden illness.

Borrowing and Credit
Early Withdrawals from Retirement Savings

Early withdrawals from your retirement savings should only be done after careful consideration in order to avoid negative consequences.

Coach
Budgeting
Estate Planning Checklist

Practically everyone has an estate. Make sure your estate is taken care of when you're gone.

Coach
Borrowing and Credit
Financial Wellness Assessment

Use the Financial Wellness Assessment to discover your personal finance strengths and weaknesses.

Budgeting
Handling High Inflation

What should I do when faced with high inflation and rising prices?

Disclaimer

While we hope you find this content useful, it is only intended to serve as a starting point. Your next step is to speak with a qualified, licensed professional who can provide advice tailored to your individual circumstances. Nothing in this article, nor in any associated resources, should be construed as financial or legal advice. Furthermore, while we have made good faith efforts to ensure that the information presented was correct as of the date the content was prepared, we are unable to guarantee that it remains accurate today.

Neither Banzai nor its sponsoring partners make any warranties or representations as to the accuracy, applicability, completeness, or suitability for any particular purpose of the information contained herein. Banzai and its sponsoring partners expressly disclaim any liability arising from the use or misuse of these materials and, by visiting this site, you agree to release Banzai and its sponsoring partners from any such liability. Do not rely upon the information provided in this content when making decisions regarding financial or legal matters without first consulting with a qualified, licensed professional.