GET MY PERSONALIZED ASSESSMENT
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HERE'S YOUR PERSONAL ASSESSMENT
The above results are preliminary in nature and are calculated based on The Terraces at San Joaquin Gardens' Fee-For-Service contract. Our sales counselors will be happy to talk to you about all of our living options, pricing and, if desired, prepare a more detailed financial evaluation.
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. 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.