HomePre-Retirees
For Pre-Retirees (50-65)

Plan Your Retirement with Clarity and Confidence

MyFinancePlatform provides the essential tools and insights for pre-retirees to ensure they are on track for a comfortable and secure retirement.

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How We Help You Plan for Retirement

Our AI-powered platform helps you navigate the complex decisions that shape your retirement years.

Retirement Readiness Assessment

Get a clear picture of your current retirement savings and projections. Understand if you're on track to meet your retirement income goals and identify any gaps.

Model Your Retirement Lifestyle

Use our scenario modeler to visualize different retirement ages, spending levels, and income sources. See how these choices impact your financial longevity and adjust your plan accordingly.

Income Stream Optimization

Explore strategies for drawing income in retirement, including Social Security claiming strategies, pension options, and optimal withdrawal rates from investment accounts.

Healthcare Cost Planning

Factor in potential healthcare expenses in retirement, including Medicare and long-term care, to ensure your financial plan is comprehensive and realistic.

Your Retirement Timeline

10+ Years Out

Maximize retirement contributions, pay off debt

Accumulation Phase
5-10 Years Out

Transition Planning

Model scenarios, optimize Social Security

Final Countdown

Healthcare planning, withdrawal strategies

0-5 Years Out

Ready to Plan Your Dream Retirement?

Get the clarity and confidence you need to make the most of your retirement years.