Practical Resources for Your Retirement Journey
Retirement decisions can involve income, Social Security, investments, taxes, healthcare and long-term financial priorities. EFC Wealth Management’s complimentary Retirement Toolkits provide educational resources to help you organize these topics and prepare better questions about your future.
Choose the toolkit that best reflects your career and retirement journey.
*Toolkits are educational resources and do not constitute individualized investment, insurance, tax or legal advice.
Choose Your Retirement Toolkit
General Retirement Toolkit
Designed for individuals and families preparing for retirement or reviewing an existing strategy.
- Retirement-readiness considerations
- Potential retirement-income sources
- Social Security questions
- Investment and market-risk considerations
- Tax and healthcare planning topics
- Worksheets to help organize financial priorities
Federal Employee Retirement Toolkit
Created for federal employees navigating decisions involving government benefits and retirement timing.
- Thrift Savings Plan considerations
- FERS or CSRS retirement benefits
- Social Security coordination
- Federal healthcare and insurance considerations
- Retirement-income planning questions
- Preparing for a federal retirement transition
EFC Wealth Management is not affiliated with or endorsed by the federal government, TSP, OPM, Social Security Administration or any government agency.
Nurses Retirement Toolkit
Designed for nurses and healthcare professionals balancing demanding careers with important retirement decisions.
- Workplace retirement accounts
- Pension and Social Security considerations
- Retirement-income planning
- Healthcare and long-term care expenses
- Investment-risk considerations
- Preparing for a career-to-retirement transition
Employer benefits and retirement plans vary. Refer to your plan documents and administrator for specific benefit information.
Law Enforcement Retirement Toolkit
Created for law-enforcement professionals considering pension benefits, retirement timing and life after public service.
- Pension and deferred-compensation considerations
- Retirement-account options
- Social Security questions
- Income and withdrawal planning
- Healthcare and survivor considerations
- Preparing for an earlier retirement timeline
EFC is not affiliated with or endorsed by any law-enforcement agency, employer, pension system or government organization.
Firefighters Retirement Toolkit
Developed for firefighters and fire-service professionals reviewing pension benefits, income needs and retirement priorities.
- Pension and deferred-compensation considerations
- Retirement-income sources
- Investment and withdrawal questions
- Healthcare and long-term care planning
- Survivor and beneficiary considerations
- Transitioning from active service into retirement
EFC is not affiliated with or endorsed by any fire department, union, pension system, employer or government agency.
What May Be Included?
Toolkit materials may vary by audience and availability. Selected resources may include:
- Retirement Readiness Guide
- Social Security educational workbook
- Retirement planning worksheets
- Tax-awareness educational materials
- Articles and excerpts from The Retirement Game
- Code 2 Retirement Readiness Score assessment
- Additional occupation-specific retirement resources
Take Your Next Step
You do not need to solve every retirement question today. Begin by getting your career-specific roadmap or checking your readiness.