GET MY PERSONALIZED ASSESSMENT

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Will this evaluation be for an individual or a couple?

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What is your current age? Or the age of the person(s) for whom you are completing this assessment. (Select the closest age)

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The age(s) provided on this screen affect the results of this assessment because MoneyGauge estimates affordability over your lifetime. To reduce complexity and the need for additional inputs, the minimum age is 65, although many communities accept residents at age 55 or 62. If you are under age 65, simply choose age 65 with the understanding that the time frame for the calculation will begin from age 65.

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Will you be selling a home when you move?

This helps us know whether to include the equity from your home in our calculations.

What is the approximate amount of equity in your home?

Equity is the difference between the home's fair market value and the outstanding balance of mortgages or other liens on the property.

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If you own other real-estate, apart from a personal residence, what is the approximate total equity of the property(s)?

Examples would be residential or commercial properties and land. Equity is the difference between the fair market value of the real estate and the total of all liens on the property(s).

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What is the approximate household total of savings and retirement account assets?

This includes cash and savings, certificates of deposit (CDs), investments/brokerage accounts, tax-deferred annuities, retirement accounts such as IRAs, or any other accounts with a value. Please note that a reasonable and conservative average growth rate will be applied to the total in the assessment calculations.

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Apart from mortgages or other liens associated with your home or other real-estate, provide the approximate total amount of other debt and liabilities.

Examples would include personal loans, car loans, and small business loans with a personal guarantee.

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What is your approximate monthly income from social security AFTER any withholdings for taxes and other deductions?

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Individual 2

Select the net amount you receive per month after tax withholding and other deductions.

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If you have a traditional pension and/or an immediate annuity, please provide the total amount received each month AFTER taxes.

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Individual 2

Similar to a pension, an immediate annuity provides an income stream for life, or for a specific period. The way you know it is an immediate annuity is that there is no corresponding market value; it is only a guaranteed income stream. If you own a deferred annuity- which DOES have an associated account value- please be sure you have included the value in the previous question about Total Savings and Assets. (You do not need to include withdrawals from a deferred annuity in this question.)

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If you have earned income or income from passive sources such as rentals or royalties, please select the approximate AFTER-TAX amount received per month.

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Individual 2

Regular monthly income generated from investments such as rental real estate and royalties can be included here, as well as earned income. Examples of royalties may include ownership in oil, gas and mining leases, patents, trademarks, franchises, or intellectual properties. Select the combined, after-tax, monthly income you receive from these sources.

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First Name*

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Email Address*

Phone Number *

Zip Code*

Please enter questions or comments here.

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By providing and submitting your information on this page, you expressly authorize, agree, and direct MyLifeSite to intentionally disclose such Personal Data on your behalf to the organization hosting this tool on their website.

HERE'S YOUR PERSONAL ASSESSMENT

GOOD NEWS! IT LOOKS LIKE YOU ARE A FINANCIAL FIT FOR A NEW HOME AT BELLA VIDA.

Thank you for taking the time to complete the MoneyGauge questionnaire. Rest assured, your information is handled with care and confidentiality. A dedicated Bella Vida Senior Living Advisor will reach out to you soon to explore if Bella Vida is a financial fit for you. If you have any questions in the meantime, please call (210) 660-5558.

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First Name*

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Email Address*

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Zip Code*

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Disclosure and Methodology

The results shown correspond to calculations generated by myLifeSite’s proprietary financial calculator and reflect the approximate potential for your assets and income to cover the anticipated costs associated with this retirement community over your lifetime. Results are based on several hypothetical default assumptions, including growth rates, inflation rates, life expectancy, and more. While the assumptions used are believed to be reasonable for the purposes of a preliminary assessment, actual results may be materially different over the corresponding time frame. Other potentially relevant details, such as long-term care insurance or passive income sources, may not be factored into these projections and would likely change the outcome. Investment-related income such as dividends, interest, capital gains, and other withdrawals are automatically calculated based on approximate asset values and the hypothetical average growth rate applied. Therefore, MoneyGauge does not ask for these income sources in the questions since doing so could lead to double counting. The results provided above should not be considered financial advice or a guarantee of future financial outcomes, nor should they be viewed as a final decision on the part of the retirement community regarding financial qualification.

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GET MY PERSONALIZED ASSESSMENT

GET MY PERSONALIZED ASSESSMENT

Will this evaluation be for an individual or a couple?

What is your current age? Or the age of the person(s) for whom you are completing this assessment. (Select the closest age)

Individual 1

Individual 2

Will you be selling a home when you move?

This helps us know whether to include the equity from your home in our calculations.

What is the approximate amount of equity in your home?

Equity is the difference between the home's fair market value and the outstanding balance of mortgages or other liens on the property.

If you own other real-estate, apart from a personal residence, what is the approximate total equity of the property(s)?

Examples would be residential or commercial properties and land. Equity is the difference between the fair market value of the real estate and the total of all liens on the property(s).

What is the approximate household total of savings and retirement account assets?

Apart from mortgages or other liens associated with your home or other real-estate, provide the approximate total amount of other debt and liabilities.

Examples would include personal loans, car loans, and small business loans with a personal guarantee.

What is your approximate monthly income from social security AFTER any withholdings for taxes and other deductions?

Individual 1

Individual 2

Select the net amount you receive per month after tax withholding and other deductions.

If you have a traditional pension and/or an immediate annuity, please provide the total amount received each month AFTER taxes.

Individual 1

Individual 2

If you have earned income or income from passive sources such as rentals or royalties, please select the approximate AFTER-TAX amount received per month.

Individual 1

Individual 2

Thank you for providing us with your confidential financial information. Please complete this form to finalize the process.

Thank you for providing us with your confidential financial information. Please complete this form to finalize the process.

HERE'S YOUR PERSONAL ASSESSMENT

Thank you for providing us with your confidential financial information. Please complete this form to finalize the process.

Thank you for providing us with your confidential financial information. Please complete this form to finalize the process.

Disclosure and Methodology