Retirement is not simply a date, an age, or an account balance. It is a major life transition that may affect your income, identity, daily routine, relationships, healthcare, housing, family responsibilities, taxes, investments, and sense of purpose.
Many people spend decades saving for retirement without fully defining what they are saving for.
The FLB Retirement Readiness & Life Design Assessment™ is an educational financial-planning tool. It is not a guarantee that a client can retire at a particular age, maintain a particular lifestyle, achieve a specific investment return, or avoid financial loss.
The assessment is based on information and expectations provided by the client. Retirement outcomes may be affected by investment performance, inflation, taxes, healthcare expenses, long-term care needs, employment changes, longevity, family responsibilities, changes in law, and other factors.
A complete retirement analysis requires additional financial information, assumptions, modeling, and advisor review. You should consult appropriately qualified financial, tax, legal, insurance, and healthcare professionals before implementing material decisions.
Enter your details so your advisor can review your Retirement Readiness & Life Design Assessment with you.