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Hey there, future retiree!

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Nearing retirement

As you approach the final stretch of your career marathon, let's chat about the financial side of this exciting transition.


Picture it as the grand finale of a well-orchestrated symphony—you've been diligently saving and investing, and now it's time to enjoy the sweet melody of retirement.


First things first, let's talk about that nest egg of yours. You've been squirreling away funds like a financial wizard, and now it's about to pay off. It's the moment where your hard-earned money gets to work for you, supporting the lifestyle you've been dreaming of.


Now, I know "budget" can be a bit of a buzzkill but think of it as your retirement roadmap. What are your must-haves, nice-to-haves and the bucket-list items that deserve a front-row seat? Our goal is to make sure your financial plan aligns perfectly with your dreams — whether it's traveling the world or perfecting your golf swing.


As you approach retirement, it's not just about the numbers on your account statements. It's about living the life you've always imagined. So, let's sit down, have a cup of coffee, and chat about your retirement vision. We're here to guide you through the financial ins and outs, ensuring your retirement is everything you've dreamed of — and more. Cheers to your financial future!

This collection of our most popular articles on that offer some useful information on nearing retirement.
  • Benchmarks in retirement start at 50

    As you add birthdays your plans can change. Enjoy peace of mind.

  • Retirement checklist reboot

    What you imagined retirement to be when you were in your 20s and 30s may not be at all what you’re imagining in your 40s and 50s.

  • Maximize your contribututions

    It can be easy for you to forget about reviewing your account and making adjustments to future contribution amounts.

  • The final sprint to retirement

    It’s not too late to contribute more

  • 5 ways to prepare for retirement

    As you move closer to retirement, there are ways to prepare yourself.

  • Who are your beneficiaries?

    Don’t just “set it and forget it.” Be sure to revisit your choices occasionally.

  • Retaining & storing financial docs

    We can help understand what to keep and what to shred.

OneAmerica Financial is the marketing name for the companies of OneAmerica Financial. Non-registered group annuity contracts are issued by American United Life Insurance Company® (AUL), a OneAmerica company, One American Square, Indianapolis, IN 46282, 1-800-249-6269. Group annuity contracts are issued by AUL and registered variable annuity products are distributed by OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC, One American Square, Indianapolis, IN 46282. Not available in all states or may vary by state. Provided content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice.