The "One Number" Retirement Scorecard

Question 1 of 8

How confident are you that your savings will last through retirement?

Think about your current nest egg relative to what you expect to spend each year.

Question 2 of 8

How much of your retirement income is guaranteed?

Guaranteed sources include Social Security, pensions, and annuities -- income that arrives whether the market is up or down.

Question 3 of 8

What is your biggest financial concern about retirement?

Pick the one that weighs on you the most.

Question 4 of 8

How recently have you reviewed your plan with a professional?

A professional review catches blind spots before they become costly surprises.

Question 5 of 8

Do you have a specific, written retirement income plan?

Not a vague idea -- an actual document that maps your income sources to your spending needs.

Question 6 of 8

How prepared are you for unexpected expenses in retirement?

Medical emergencies, home repairs, family needs -- the expenses you cannot predict but will almost certainly face.

Question 7 of 8

Do you have a written retirement plan?

A written plan turns intentions into a roadmap. Without one, decisions tend to be reactive rather than strategic.

Question 8 of 8

Have you discussed your retirement plans with a financial professional?

Professional guidance brings expertise to decisions that are hard to undo.

0 out of 100

Score Breakdown by Category

What Comes Next

Your Next Steps

Continue to Module 5 to see how your score connects to the strategies covered in your blueprint.

Review your weakest category above -- that is the area where one or two changes can have the biggest impact on your retirement readiness.

Return to Your Blueprint and revisit the modules that align with your lowest-scoring areas.

Save your score. Take a screenshot or write it down -- you can retake this scorecard after completing more modules to track your progress.

The "One Number"Retirement Scorecard