Retirement Resources to Turn Worry Into a Plan
These guides and checklists are designed to help you make clearer, calmer decisions about retirement. Start with the free resources to get oriented, then dive deeper with the practical worksheets and strategy guides below.
Paid Guides & Worksheets
How Long Will My Money Last?
A Practical Retirement Sustainability Worksheet
This step‑by‑step worksheet helps you estimate how long your savings may last in retirement. You’ll walk through withdrawal rates, longevity risk, and market stress scenarios, with worked examples to follow along.
- Clarify how long your current nest egg may last
- Test different withdrawal rates and market conditions
- Use worked examples to avoid "guessing wrong"
- Turn vague anxiety into a concrete, written plan
$15
Retirement Withdrawal Strategy Guide
A Simple, Practical Plan for Turning Savings Into Paychecks
This guide walks you through building a clear withdrawal strategy so your savings feel like a steady paycheck, not a guessing game. Learn which accounts to tap first, how much to withdraw, and how to adjust over time.
- Turn your nest egg into a predictable "paycheck"
- Understand which accounts to draw from first
- See simple examples of safe‑ish withdrawal ranges
- Learn how to adjust when markets or expenses change
$15
Social Security Timing Strategy Guide
Guidance to Maximize Your Lifetime Benefits
This guide helps you compare different Social Security start ages and choose a timing strategy that fits your real life. See clear examples of how claiming at 62, full retirement age, or 70 changes your monthly checks and lifetime benefits.
- See how timing impacts monthly and lifetime benefits
- Compare claiming at 62, full retirement age, and 70
- Get real‑life examples instead of complex jargon
- Use checklists to discuss options with a spouse or advisor
$15
Best Value
Retirement Planning Essentials Bundle
All 3 Guides for One Discounted Price
Get the full set: a worksheet to test how long your money may last, a clear withdrawal strategy guide, and a Social Security timing guide. Together, they help you see the big picture—from your income plan to when and how to claim benefits.
Bundle price: $29
Individually: $45
Instant digital download. Review at your own pace.
You’ll get an email with download links in a few minutes.
Transparency & Important Note
Honesty and integrity are at the heart of everything we do at Simpleretirementtools.com. These guides are for educational purposes only and are not financial advice. Everyone’s situation is different. Please consider speaking with a qualified professional before making financial decisions.