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Will this evaluation be for an individual or couple

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What is your current age (Select your closest age)

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Providing age is necessary because MoneyGauge estimates affordability over 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 calculations will be shorter.

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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 all liens on the property.

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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.

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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.

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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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First Name*

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Email Address*

Phone Number

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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 a broad range of independent living pricing levels at Lake Seminole Square.

The above results are preliminary in nature, and may not reflect all relevant details, such as long-term care insurance. 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.

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First Name*

Last Name *

Email Address*

Phone Number

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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 (max 4%), 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. Investment-related income such as dividends, interest, capital gains, and other withdrawals are automatically calculated, and are based on approximate asset values and the hypothetical average growth rate applied. Asking for these income sources separately in MoneyGauge could lead to double counting. Other potentially relevant details, such as long-term care insurance or passive income sources, are not factored into these projections and would likely change the outcomes. (Note: Some versions of MoneyGauge incorporate a question about long-term care insurance. In this case, the default policy specifications used in the calculations, including a 90-day elimination period and a 3-year coverage period, could be different from the actual specifications of your policy.) 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 couple

What is your current age (Select your 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 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)

Individual 1

Individual 2

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.

Individual 1

Individual 2

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.

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.

Disclosure and Methodology