Nearing Retirement Series: Getting Started

Nearing retirement series: Getting started

About this session

Duration: 4 minutes

Learn about the first key steps to take as you begin planning for retirement. You’ll understand how to set goals, organize your finances and estimate your expenses in retirement.

Kaltura Video

Next steps

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Review our nearing retirement checklist to learn some steps you can take as your prepare for retirement.

Review Checklist
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Watch the next video in our nearing retirement series to learn how to check in on your savings progress, learn about Social Security and planning for medical expenses.

Watch Video
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Log in to your online account experience to use myOrangeMoney to see if you have any potential gaps in retirement and adjust your contributions to help close the gap.

Log In

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