How ready are you for retirement?
Use this short assessment to organize the questions that matter and identify areas you may want to explore more deeply before making major retirement decisions.
Your Retirement Readiness Snapshot
Rate each statement from 1 (not at all confident) to 5 (very confident). Your results are educational and are intended to help you identify topics for further discussion.
What does retirement readiness really mean?
Retirement readiness is more than reaching a certain age or account balance. It includes understanding the lifestyle you want, the income sources available to support it, the decisions that are approaching, and the risks or uncertainties that could affect your plan.
This complimentary assessment looks at six areas: goals and timing, retirement income and cash flow, savings and investments, Social Security and benefits, healthcare and risk, and debt, estate, and legacy considerations. Your score is not a prediction of retirement success. It is a way to identify the questions that may deserve more attention.
Ready to talk through your retirement readiness?
Choose a convenient time for a complimentary Retirement Readiness Review.
Schedule My Complimentary Retirement Readiness Review