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Step 1: Prepare for the Assessment
Gather the following information:
Saving & Spending
Average monthly savings (retirement & other savings)
Average monthly spending (fixed expenses & discretionary expenses)
Other expected purchases / expenses that are not included in your monthly figure (e.g., college, weddings, large cash purchases)
Expected Capital Inflows (e.g., sale of business, downsize home, inheritance)
Investable Assets
(Taxable & Retirement)
Retirement (e.g., IRA's, 401(k), 403(b), SEP IRA)
Taxable accounts (e.g., brokerage, deposit, savings, CDs)
Any other accounts (other investments, liquid assets & investable cash)
Printable preparation sheeT ---------->
Retirement Income
Expected Social Security Benefits (starting at different ages)
Defined Benefit Pension Benefits (including any options)
Any other expected income in retirement (e.g., annuity, real estate income)
Step 2: Select Your State
Is your State not listed? Click here to take the assessment & we will put you in contact with the nearest available advisor.
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