Financial Checklists by Age
Every decade brings new financial priorities. These age-specific guides give you the benchmarks, checklists, and strategies you need — whether you're building wealth at 25, protecting it at 50, or enjoying it at 70.
Financial Checklist at 25
Build the foundation that makes your 30s and 40s effortless.
Financial Checklist at 30
You're a decade into adulthood. Time to check the scoreboard.
Financial Checklist at 35
Mid-career is where wealth starts to compound — if you let it.
Financial Checklist at 40
You're at halftime. What does the scoreboard say?
Financial Checklist at 45
The last decade where compounding is the main character. After 50, contributions dominate returns.
Financial Checklist at 50
Catch-up contributions kick in. This is your retirement turbo boost.
Financial Checklist at 55
The Rule of 55 unlocks penalty-free 401(k) access. But should you use it?
Financial Checklist at 60
Five years to Medicare. The decisions you make now define your retirement.
Financial Checklist at 65
Medicare. Social Security. The retirement you've planned for starts now.
Financial Checklist at 70
Maximum Social Security. Qualified Charitable Distributions. A well-earned retirement.