YOUR FREE RETIREMENT CHECKUP

See how prepared you are for retirement.

A few simple questions. One clear score. And the one thing to keep an eye on.

✓ See your score free ✓ No subscription required ✓ Easy to use on any device

For educational planning only. Results are estimates, not financial advice.

A retired adult feeling calm and confident about their finances at home.
Clear numbers. Practical next steps.
Your Retirement Checkup On Track
84 STRONG
Retirement Confidence Score You're in a strong position

See which areas are strong and what may need attention.

Money outlookLooks healthy
Emergency readinessGood
Safe monthly spending$4,250
Biggest riskHealth costs

Example results. Your score will be based on your answers.

A clearer way to think about retirement

Your income, expenses, savings, and goals are organized into a simple view that makes sense.

01

Know where you stand

Get one clear score with a straightforward explanation of what it means.

02

Review your spending outlook

See how your monthly income and expenses fit together without complicated spreadsheets.

03

Focus on what matters next

Leave with a short list of practical actions based on the information you provide.

Get useful answers from the numbers you already know

How long could my savings support me?

Review a simple projection based on your current savings, income, and spending.

What monthly spending looks manageable?

Compare your regular expenses with your income and available savings.

Where could my plan come under pressure?

Check areas such as healthcare, debt, inflation, and emergency savings.

Complete your checkup in three simple steps

No spreadsheets, formulas, or financial jargon.

Enter your basic numbers

Add your age, monthly income, regular expenses, and current savings.

View your score

See your overall position, your strongest area, and the issue that may need attention.

Choose the tools you need

Keep the free score or unlock the full report and additional planning tools.

WHAT USERS SAY

Simple answers can make planning feel easier

Rober, customer of Retirement Confidence
★★★★★
I'm no good with spreadsheets, and I didn't want to pay an advisor just to ask one question. This showed me exactly where we stand and gave me the confidence to finally book the trip we'd been putting off.

Robert, 71
Arizona

Linda, customer of Retirement Confidence
★★★★★
I'd quietly worried about our savings for years and never said it out loud. In a few minutes this gave me a clear answer and honestly, my first good night's sleep in a long time.

Linda, 78
Ohio

James, customer of Retirement Confidence
★★★★★
What I liked is it didn't just hand me numbers. It pointed out that healthcare costs were my biggest risk and gave me a short, simple plan to prepare for it.

James, 66
North Carolina

Secure checkout | One-time payment | 30-day refund policy

Choose how far you want to go

Your score is free. Paid plans add reports, projections, and planning tools with one-time payment.

Essential

$17

Know where you stand today.

  • Retirement Checkup
  • Confidence Score
  • Simple PDF Report
  • Essential workbook bonus
Start Essential

Complete

$37

Understand what to improve.

  • Everything in Essential
  • Healthcare readiness
  • Inflation outlook
  • Emergency plan
  • Large purchase planner
  • Annual review
Choose Complete

One-time payment | No subscription | Secure checkout | 30-day refund policy

Try it for 30 days

Use the full Retirement Checkup for 30 days. If it is not useful for your planning, contact support and request a refund under the published refund policy.

Is this financial advice?

No. Retirement Confidence is an educational planning tool. It does not replace a licensed financial, tax, legal or investment professional.

Do I need to be good with computers?

No. The experience uses large text, large buttons and one question at a time.

Will it work on my phone or tablet?

Yes. It works in modern browsers and can be installed like an app.

How long does the checkup take?

Most users can complete the first checkup in about three minutes.