The Retirement Planning Tool Kit

realtor center for financial wellness


The National Association of REALTORS® created the Center for REALTOR® Financial Wellness to help you understand your financial planning options and prepare for the future, one step at a time.

The budgeting tools, planning resources, and investing information you'll find as part of this dynamic program are intended for those at any point in their career, but will be especially helpful for REALTORS® ready to retire.

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Even if retirement seems far in the future, advanced planning can help ensure you are financially secure in your later years. Use this retirement tool kit to figure out if you're on track to save the right amount and to learn about the unique options for real estate professionals to earn and stay active after retirement.

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Questions to Ask
Readiness Quiz
Ways to Prepare
Steps to Success

Sources of Income

Social Security
Q&A: Become a Consultant
Real Estate Investments
Investment Strategies
Q&A: Buy, Renovate & Profit
First-Time Investors
Tax-Deferred Saving
Estate Planning
Charitable Remainder Trusts

Your Financial Plan

Retirement Budgeting
Issues to Consider
Certified Financial Planning
Questions to Ask
Q&A: The Right Plan for You