Planning tool · about 8 minutes · 6 steps
Retirement Readiness Assessment
Walk through ten areas of retirement preparation and get a category-by-category status — with the reasoning shown, not a black-box score.
What you'll walk away with
- A status for each of ten planning areas — needs attention, worth reviewing, or in good shape based on what you entered
- The specific reason behind every status
- A prioritized short list of next steps with the right calculator or guide for each
Your answers stay in this browser and are never uploaded. You can leave and pick up where you stopped.
Step 1 of 6: You and your timeline0%
You and your timeline
Two dates anchor everything else.
Do you have a written retirement plan — even one page?
Keep going
- Retirement IncomeSee how much monthly income your savings could support in retirement, and how it compares with what you plan to spend.Calculator
- Income GapCompare your expected retirement expenses with your guaranteed income and see how much your savings need to cover.Calculator
- Social Security TimingCompare claiming at every age from 62 to 70 and see monthly amounts, lifetime totals, and break-even ages.Calculator
- The Retirement Income ChecklistTurn a pile of accounts into a monthly paycheck — one step at a time.Guide
- The First Year of Retirement: What Actually Surprises People6 min readArticle
Want a second set of eyes on this?
If you'd like to talk through what these numbers mean for your situation, you can schedule a free, no-pressure conversation. No products, no pitch — just questions answered.