10/20/2026
As you approach retirement, your focus often shifts from building wealth to making it last. Less than a decade from retirement, you may be thinking about what this next chapter will look like: how to maintain your lifestyle, stay in your home for as long as possible, and continue doing the things you enjoy with confidence. This can be an ideal time to create a retirement income plan, review your long-term goals, and put important planning documents in place so you're prepared for whatever comes next.