Solving for your ideal retirement means asking the right questions now. If you’re about five years away and have at least $500,000 saved for retirement, it’s time to start creating your optimal retirement strategy. Our guidebook can help get you started.

While every retirement journey is unique, we’ve found most people share a few common concerns, like how to replace their paychecks, minimize their tax burden, and account for healthcare. But beyond the numbers, it’s also important to consider the emotional impact of this major life event. We’ll show you the right questions to ask yourself as you plan to retire.