Retirement Guide tools and resources

At Bankrate we strive to help you make smarter financial decisions. While we adhere to strict , this post may contain references to products from our partners. Here’s an explanation for

Whether you’re just starting out, midway through your career or approaching retirement, these tools and work sheets will help you plan for a prosperous and secure retirement.



Work sheets:

  • Retirement planning checklist

    Whether you’re planning to retire in one year or 30, review Bankrate’s retirement planning checklist to see if you’re on track.

  • Creating a retirement budget

    Balance your income with your monthly expenses so you don’t get in financial trouble during retirement.

  • Daily expense tracker

    Staying on a budget involves tracking your expenses. This handy daily expense tracker can help.

  • Protect your pension

    Know your rights as a 401(k) plan participant if you suspect foul play with your retirement plan.

  • Dealing with debt

    Debt is particularly burdensome during retirement. Get a handle on what you owe and put together a plan of attack.

  • Protect yourself from scams

    No one is immune from scam artists, but older people are particularly vulnerable. Read this checklist to protect yourself or a loved one.

<< Back to the 2010 Retirement Guide table of contents.