EnlightnU

Retirement Readiness Check

Answer a few questions and see, in about two minutes, how well your current resources line up with the income you'll need in retirement — no appointment necessary.

🔒 Nothing you enter here is saved or sent anywhere unless you choose to share it at the end.

About You

Just for personalizing your results — not required.

Savings & Investments

A rough total is fine — this doesn't need to be exact.

Leave at 0 if you don't have one — we'll factor it in if you do.

Monthly Income Needed

Roughly what you'd like available each month in retirement.

Guaranteed Income Sources

Social Security and any pension — money that arrives no matter what the market does.

How Your Money Sits Today

Beyond the annuity above (if any), which best describes the rest of your savings and investments? This just lets us sketch what your money looks like right now, for comparison — a rough picture, not exact.

Mostly cash or savings accounts
Mostly in the stock market
A mix of stocks and safer investments
Mostly in CDs or fixed-interest accounts
Not sure

A Few Quick Questions

This gives us a sense of your comfort with market ups and downs — there's no wrong answer.

Move it somewhere safer, even at a loss
Leave it alone and wait it out
See it as a buying opportunity
Protecting what I've already saved
A mix of protection and growth
Growing my money as much as possible
New to investing
Some experience
Very experienced

Protection & Legacy Planning

Check anything you already have in place — this isn't required, but it helps round out the picture.

Life insurance
Long-term care coverage
Will
Trust
Power of Attorney
Healthcare Directive