Articles, guides, PDFs, calculators, videos, checklists, worksheets, and frequently asked questions.
Original SSFG summaries of relevant retirement research and reporting.
Explore →02Official fact sheets, SSFG guides, and carefully curated external resources.
Explore →03Interactive decision tools.
Explore →04Educational videos and webinar replays.
Explore →05Workshop frameworks and preparation materials.
Explore →06Answers about services and process.
Explore →Explore official government information, SSFG-created education, and carefully attributed third-party research without filler content or uncontrolled internet feeds.
SSFG Planning GuideA practical guide for comparing claiming ages and coordinating Social Security with work, Medicare, taxes, spouse and survivor needs, and other retirement income.
SSFG ChecklistA concise printable checklist for gathering Social Security records and connecting a filing decision to income, Medicare, taxes, household protection, and follow-up steps.
SSFG Planning GuideA practical guide for organizing Medicare timing, employer coverage, HSA coordination, coverage choices, prescriptions, costs, travel, and annual reviews.
SSFG ChecklistA printable checklist for building a Medicare timeline, comparing coverage, estimating total healthcare costs, and confirming that coverage works after enrollment.
SSFG Planning GuideA practical guide for organizing dependable income, flexible withdrawals, spending needs, inflation, longevity, survivor protection, and liquidity.
SSFG ChecklistA concise checklist for inventorying retirement income, mapping spending, planning withdrawals, and recording decisions and follow-up items.
SSFG Planning GuideA practical guide for organizing liquidity, withdrawal sequencing, inflation, rebalancing, diversification, and decision rules before a market decline.
SSFG ChecklistA printable checklist for documenting liquidity, portfolio risks, and the household response to a significant market decline.
SSFG Planning GuideA practical guide for coordinating retirement-account withdrawals, Roth conversions, RMDs, Social Security taxation, IRMAA, withholding, and beneficiaries.
SSFG ChecklistA printable checklist for gathering tax records, mapping multi-year decisions, and preparing for professional review before acting.
SSFG Planning GuideA practical guide for organizing care preferences, family roles, housing, transportation, funding, decision authority, and secure access before a crisis.
SSFG ChecklistA printable checklist for recording care preferences, assigning roles, reviewing funding, and creating a practical family follow-up plan.
SSFG Planning GuideA practical guide for organizing assets, ownership, beneficiaries, legal documents, trusted contacts, digital access, family instructions, and stewardship.
SSFG ChecklistA printable checklist for inventorying ownership and beneficiaries, confirming responsible people and documents, and recording family communication and follow-up.
Official Fact SheetA concise official reference for the 2026 COLA, taxable wage base, earnings-test limits, benefit amounts, SSI figures, and related Social Security thresholds.
Workshop HandoutA workshop framework for identifying the market, income, healthcare, family, Social Security, Medicare, longevity, and legacy risks that may affect retirement.
Featured eBookThe flagship SSFG guide to turning retirement savings into a coordinated descent built around dependable income, flexible spending, risk, taxes, care, and legacy.
Research SummaryResearch by David Blanchett and Michael Finke examines why retirees with more guaranteed income may feel more comfortable spending than retirees holding the same wealth primarily in investments.
Research SummaryA holistic retirement-income framework examining spending ability, spending certainty, longevity risk, guaranteed income, asset allocation, and delayed Social Security claiming.
Article SummaryA retirement-income article discussing essential expenses, Social Security, pensions, portfolio withdrawals, immediate and deferred income annuities, liquidity, longevity, and the transition from saving to spending.
External GuideAn external guide describing a step-by-step approach to building a retirement-income stream intended to last throughout retirement and reduce dependence on uncertain market withdrawals.