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5: Conclusion

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Retirement Resources

U.S. Government Publications

Department of Labor Retirement Toolkit video.


Source: This video is content of the copyright holder. Any reference to a specific company, commercial product, process or service does not constitute or imply an endorsement or recommendation by Smart About Money.

Social Security


  • Use the booklet called Taking the Mystery Out of Retirement Planning from the Department of Labor to estimate your financial needs over the course of a 30-year retirement. This is an excellent resource for planning and making decisions about working before and after retirement.
  • AARP’s Retirement Calculator gives you an overview of your income from Social Security benefits and your savings for each year of your retirement to help you make decisions about working longer or after retirement.


  • The Insurance Information Institute offers insurance statistics and a glossary of common insurance terms.
  • offers information on caring for aging family members or preparing for your own long-term care, including what is covered by Medicare/Medicaid. You can also use the Pathfinder to get information relevant to your current age and needs.
  • The National Association of Insurance Commissioners (NAIC) offers a public education program (InsureU) to help you with insurance information.
    • Use the National Association of Insurance Commissioners’ website to check if an insurer is licensed in your state. Check for complaints and whether the claims are serviced promptly. The site also offers a map to help you locate state insurance departments for company and agent licensing information.
  • Inpatient vs. Outpatient is important if you are on Medicare. Use this publication from the Center for Medicare and Medicaid to understand what cost you can incur.
  • is a general site for retrieving information related to Medicare sign-up and coverages, Medigap and long-term care.
  • My Retirement Paycheck is a NEFE site dedicated to retirement issues. Check out the information on insurance if you need additional help.
  • State Health Insurance Assistance Programs (SHIP) provides personalized insurance counseling for Medicare recipients and their families.
  • U. S. Department of Health & Human Services (USHHS) offers information on health marketplace news, Medicare, Medicaid and other insurance topics.

Retirement Plans

Savings and Investments




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