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

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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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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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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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If applicable, please provide your approximate current MONTHLY BENEFIT from long-term care insurance. If your coverage amount is stated in days, multiply the daily benefit by 30 to get the monthly amount.

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If you have long-term care insurance, please select a range for your current MONTHLY COVERAGE AMOUNT. (Note: If your coverage amount is stated in days, multiply the daily benefit by 30 to get the monthly coverage amount.) LTCI policies offer many different options from which to choose. Continue to the results page to see further details about the options used in this calculation, which may not exactly match the options on your policy.

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First Name*

Last Name *

Email Address*

Phone Number

Questions or Comments

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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

The following shows the potential match between your finances and three pricing levels at Heron's Key.

The above results are preliminary in nature. We encourage you to have a conversation with one of our retirement living specialists who will be happy to prepare a more detailed assessment and provide additional information on floor plans and financial options that appear to be the best match for you.

See Floor Plans

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First Name*

Last Name *

Email Address*

Phone Number

Questions or Comments

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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.

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

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

If applicable, please provide your approximate current MONTHLY BENEFIT from long-term care insurance. If your coverage amount is stated in days, multiply the daily benefit by 30 to get the monthly amount.

Individual 1

Individual 2

Your assessment is ready! Please provide a few more details to instantly see your results.

Your assessment is ready! Please provide a few more details to instantly see your results.

HERE'S YOUR PERSONAL ASSESSMENT

Your assessment is ready! Please provide a few more details to instantly see your results.

Your assessment is ready! Please provide a few more details to instantly see your results.

Disclosure and Methodology