Each tool answers a specific question. They're free, they take a few minutes, and your answers stay in your browser unless you choose to share them.
How ready are you for retirement?
Answer a few questions about your timeline, goals, savings and priorities to see which parts of your retirement picture may deserve a closer look.
About 2 minutes
Take the Assessment →What might your savings need to provide?
Compare the monthly income you'd like in retirement with what you expect from Social Security and other sources.
About 1 minute
Estimate My Income Gap →What should I think about before retiring?
Work through income, healthcare, accounts, taxes and estate documents at your own pace. Your progress is saved in your browser.
View My Checklist →These aren't built yet, so they aren't links. We'd rather say "not ready" than send you to an empty page.
Medicare Enrollment Checklist
Track the Medicare decisions and deadlines that apply to your situation.
Life Insurance Needs Calculator
Work through income replacement, debts and future costs to frame a coverage range.
Financial Advisor Interview Builder
Build a personalized question list to take into an advisor conversation.
Contractor Quote Comparison
Line up contractor bids side by side on the things that matter.
HVAC Repair vs. Replace
Weigh age, repair history and cost to frame the repair-or-replace decision.
Roof Repair vs. Replace
Weigh damage, age and cost before committing to a major roofing project.
Attorney Consultation Question Builder
Prepare the questions worth asking before you pay for an attorney's time.