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How Much Do I Need To Retire?
Can you retire now? If not, when? Complete this short questionnaire to get the answer.
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* Indicates required question
Are you planning for yourself or for you and your spouse?
*
Myself
Me and my spouse
What age would you hope to retire?
*
Your answer
Do you own or rent your home?
*
Own
Rent
About how much do you pay in monthly rent or mortgage?
*
$0, my mortgage is paid off
$1,000 - $2,000
$2,000 - $4,000
$4,000 - $8,000
$8,000 - $12,000
Other
Do you have savings/investments that could be used for retirement income?
*
Yes
No
About how much do you have saved?
*
Less $1M
Between $1M - $5M
Between $5M - $10M
$10M+
What's your estimate to how much you have saved for retirement?
*
Your answer
About how much are you saving/contributing to retirement monthly?
*
Your answer
About how much would you like to come into your bank account each month when retired?
I'd be happy with...
*
$1,000 - $3,000
$3,000 - $7,000
$7,000 - $15,000
$15,000 - $25,000
$25,000 - $50,000
What would you guess is your total monthly Social Security or Pension benefit? (Take a guess if you're not sure)
*
Your answer
How old are you (and your spouse if applicable)?
*
Your answer
Great Job! I'll record a private video for you with the results.
Where would you like me to email your results?
*
Your answer
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