GET MY PERSONALIZED ASSESSMENT
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HERE'S YOUR PERSONAL ASSESSMENT
Good News! It looks like you are a financial fit for a home at Otterbein St. Marys.
The above results are preliminary in nature, and may not reflect all relevant details. Entry fee options are also available which will lower your monthly fee. 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 about options that may be the best fit for you.
Disclosure and Methodology
The results shown correspond to calculations generated by myLifeSite’s proprietary financial calculator and reflect the 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 these assumptions are believed to be reasonable for the purposes of a preliminary assessment, actual results may be materially different over the corresponding time frame than the assumptions used. 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. 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.