GET MY PERSONALIZED ASSESSMENT

Step 1 of 7

Will this evaluation be for an individual or couple ?

What is your current age (Select your closest age) ?

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Providing your age helps us make sure our calculations are accurate.

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 all liens on the property.

What is the approximate household total of savings and retirement accounts ?

This includes cash and savings, certificates of deposit, investments/brokerage accounts, deferred annuities, retirement accounts such as IRAs, or any other accounts with a value.

What is your approximate monthly income from social security (if applicable) ?

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

If you have a traditional pension plan(s), please provide the after-tax amount received each month.

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NOTE: Do not include any investment-related income, such as dividends, interest, or withdrawals. Doing so could lead to double counting of these income sources. Click through to the report to learn more.

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