How it works
Most people plan around their cash flow and investments but overlook the other three planning areas, leading to uncertainty and risk during retirement.
That's why we created this assessment.
- It takes just 5 minutes
- It’s completely free
- You will receive a customized PDF report for your level of retirement readiness.
Answer 12 multiple choice questions about the five key areas of retirement planning to see if you're on track for a confident retirement.
Cash Flow
What will your inflows and outflows look like over next 10 and 30 years?
Investments
Is your stock portfolio tax-efficient and was it created based on your risk profile?
Taxes
Have you explored the 51 legal ways to reduce your tax bill?
Insurance
How will your health care look before and during retirement?
Estate Planning
Have you established a will, trust, power of attorney, etc.?