Know where you stand
Get one clear score with a straightforward explanation of what it means.
A few simple questions. One clear score. And the one thing to keep an eye on.
For educational planning only. Results are estimates, not financial advice.
See which areas are strong and what may need attention.
Example results. Your score will be based on your answers.
Your income, expenses, savings, and goals are organized into a simple view that makes sense.
Get one clear score with a straightforward explanation of what it means.
See how your monthly income and expenses fit together without complicated spreadsheets.
Leave with a short list of practical actions based on the information you provide.
Review a simple projection based on your current savings, income, and spending.
Compare your regular expenses with your income and available savings.
Check areas such as healthcare, debt, inflation, and emergency savings.
No spreadsheets, formulas, or financial jargon.
Add your age, monthly income, regular expenses, and current savings.
See your overall position, your strongest area, and the issue that may need attention.
Keep the free score or unlock the full report and additional planning tools.
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
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
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
Your score is free. Paid plans add reports, projections, and planning tools with one-time payment.
Know where you stand today.
Understand what to improve.
Protect your retirement and family.
One-time payment | No subscription | Secure checkout | 30-day refund policy
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.
No. Retirement Confidence is an educational planning tool. It does not replace a licensed financial, tax, legal or investment professional.
No. The experience uses large text, large buttons and one question at a time.
Yes. It works in modern browsers and can be installed like an app.
Most users can complete the first checkup in about three minutes.