I suggest that you create a Financial Calendar for yourself, to remind yourself of future dates: here are some dates to keep track of:

* date you turn 55

* date you turn 62 1/2

* date you turn 65 (medicare)

* date you turn XX (when you will receive full Social Security benefits. As an example 66 1/2.)

* date you turn 70 1/2

Also mark down Annual Events such as:

April 15th Income Tax Due

April 15th Last day to contribute to an IRA (practically you need to do this earlier because there could be transaction delays)