How Ready For Retirement Are You?
Take our 5-minute retirement assessment to find out
There are a lot of variables that go into knowing how financially prepared you are to retire. Before we embark on this journey to evaluate your retirement readiness, we'd love to know a bit more about you. This initial information will help us personalize your experience.
Your security is of paramount importance to us. Our questionnaire is tailored to provide individualized retirement information. We NEVER share any personal information.
Do/did you work for the Federal Government?
From Capitol Hill to national parks, every federal role comes with its own retirement perks. If you haven’t worked for the Federal Government, that’s okay too. We're here to craft a tailored retirement plan just for you.
Why is this important?
Federal employees often have access to unique retirement benefits and options not available to the general public. Understanding your affiliation with the federal government allows us to tailor our recommendations and provide insights specific to the opportunities and nuances associated with federal retirement plans.
Tell us about your job with the Federal Government
Every branch and position within the federal landscape comes with its own set of nuances. Sharing these details helps us tailor our approach, ensuring you're on the path to maximize your retirement benefits.
Why is this important?
Different federal branches and positions come with unique retirement benefits and considerations. By understanding where you've been and what you've done, we can provide the most accurate retirement advice.
How many years of credible service do you have?
Your years of dedicated service play a pivotal role in shaping your retirement. Let's quantify that experience to better map out your retirement landscape.
Why is this important?
The length of credible service can directly impact your retirement benefits, pension calculations, and other entitlements. Knowing this helps us provide a clearer picture of your retirement readiness and potential benefits.
How old are you?
Age isn't just a number when it comes to retirement planning. Your current age provides context, helping us align strategies with key milestones on your retirement journey.
Why is this important?
Your age plays a vital role in determining retirement eligibility, optimal contribution periods, and potential benefit timelines. It helps us tailor our recommendations to your specific life stage.
How many years until you retire?
Every year counts as you approach the horizon of your retirement. Sharing your timeline helps us align your strategy with your retirement aspirations. If you're not sure yet, just select a tentative timeframe. We'll help you navigate from there.
Why is this important?
How would you estimate your total retirement funds to date?
From 401Ks to IRAs, every bit saved brings you closer to your retirement dreams. Share a ballpark figure of your nest egg, and let's chart your journey from there.
Why is this important?
What is your current salary?
Understanding your current earnings helps us visualize your lifestyle, savings potential, and future retirement needs. Rest assured, this information is kept confidential and is vital in tailoring an effective retirement plan.
Why is this important?
Do you know your pension benefits?
Pension benefits can be a cornerstone of your retirement strategy. Whether you've got the details at your fingertips or they're a bit fuzzy, we're here to help make sense of them.
Why is this important?
Do you know your social security benefits?
Social Security benefits are a key piece of the retirement puzzle. Whether you're well-acquainted with yours or still navigating the ins and outs, it's essential info for us to fine-tune your retirement blueprint
Why is this important?
Do you know the current value of your TSP account?
Your TSP is a vital component of federal retirement savings. Whether you check it daily or haven't peeked in a while, sharing its current value can be a game-changer for your retirement strategy.
Why is this important?
Do you have VA disability, military pension, or other sources of income?
Every income stream, whether from VA disability, military pension, or elsewhere, plays a role in your retirement picture.
Why is this important?
Do you know the current value of your 401k / IRA account?
Your 401k and IRA accounts are keystones in your retirement savings. Whether you have the exact number or a ballpark estimate, sharing its current value helps shape a clearer roadmap to your financial future.
Why is this important?
Congrats! You’re all done!
Your report is being compiled!
Your personalized report will be delivered to your email inbox in the next 24 hours.
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