Step 1 of 5
Sort Your Needs & Income
Classify your monthly expenses and retirement income sources so we can measure your real exposure.
Monthly Expenses
What You Need to Live
Essential$3,300/mo
Housing
Food & Groceries
Healthcare
Discretionary$2,100/mo
Travel
Hobbies
Dining Out
Total Monthly Expenses$5,400
Monthly Income
What You Have Coming In
Guaranteed$3,400/mo
Social Security
Pension
Variable$5,500/mo
401k / IRA Draws
Brokerage
Total Monthly Income$8,900