For most of us, our sixties are when we transition from work to retirement. That can make it a time to ensure we are able to make good decisions about vital money matters.

The priority for some of us will be making sure we can ease into retirement with a clear plan for steady income. For others, it’s about embracing travel, family time, new projects, and finally saying yes to things that were always on the “one day” list. But of course, many people work well into their 60s or beyond, so it can also be a time for getting the best from your income, while planning for retirement.