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Just as you schedule a health care checkup once a year, financial planners recommend that you have a “financial checkup” once a year to ensure that you are meeting your financial goals.  Your ongoing needs may change, or you may need to evaluate your investment vehicles.  At the very least, a retirement planner may provide assurance that you are on the right path.

Be sure to include your spouse or partner in these conversations.

Financial Planning Tools

Fidelity has licensed Retirement Planners you can reach out to on the telephone, 8:00 am to midnight, Monday to Friday.
Phone: 1-800-343-0860
Fidelity on-campus consultant: 1-800-642-7131

TIAA participants can go to a local office or visit the university’s consultant.
Phone: 1-800-732-8353

If you want a second opinion on your financial status, many senior centers provide free sessions with a financial consultant.

Senior Discounts

There are many senior discounts out there, ranging from movies to pharmacy discounts to hotels and cruises, and some start as early as age 50. AARP members also have a broad range of discounts. When in doubt, ask.

In Massachusetts, you can sign up for a Senior Charlie Card ID that you can use card on most MBTA bus and subway lines. For commuter rail, you can use your Senior Charlie Card ID as identification to obtain the reduced rate.

There is no fee to obtain a Charlie Card; you simply load it with whatever funds seem appropriate to you.