Life changes/Retirement
More time. Real plans.
Retirement changes your calendar, your budget and sometimes your address. We keep the important dates in view so the time goes to the things you've been waiting for.
The checklist, in order
A preview of what we send. Members get each step as a reminder, timed to their dates.
- Around 65Watch your Medicare enrollment window. It runs for 7 months around your 65th birthday.
- Before you claimCheck when to start Social Security. Waiting past your full retirement age raises your monthly benefit.
- First 3 monthsBuild a retirement budget from what you actually spend, not what you used to earn.
- If downsizingSort the house room by room: keep, give to family, donate, sell.
- Plan aheadPick one trip or project for the first year and put dates on it.
- Stay connectedSet a weekly routine that gets you out of the house: a class, a club or volunteering.
General information, not legal or financial advice. Rules vary by state, so check with the agency involved.
What the texts look like
Bridgepoint Guide: Your Medicare window opens 3 months before your birthday month. Want a reminder that week? Reply YES.
Downsizing step for today: one closet. Three piles: keep, give, donate.
DONE
Deals for this change
Travel planning15% off
Downsizing helpQuote
Senior phone plansCompare
Partner offers. Sent only if you opt in to marketing messages.
