You’ve had grades in school and performance reviews at work. But now comes the only report card that truly matters — your retirement.

You’ve worked hard, saved wisely, and built a life filled with love and responsibility. The question is: Will your money be there for your Essentials, Enjoyments, and Extravagances?

Take this quick quiz to see your 3E’s™ Retirement Report Card and discover how confident you can feel about the future you’ve dreamed of!

How confident are you that your must-pay expenses housing, groceries, utilities, and healthcare will always be covered, no matter what happens in the market? *

What about the “fun stuff” hobbies, dining out, Netflix, golf, family outings. How secure is that part of your retirement lifestyle? *

When it comes to big dreams — family vacations, legacy gifts, or once-in-a-lifetime experiences — how do you feel? *

If the market dropped 20% tomorrow, what would it mean for your retirement lifestyle? *

How prepared are you for the possibility of living into your 90s — and the healthcare or long-term care costs that may come with it? *

Here’s a reality many women don’t realize until it happens: 80% of men die married, while 80% of women die single. In addition to the grief of losing a spouse, widows also lose one Social Security check — and face what’s known as the Widow’s Tax Trap, where your taxes can go up even as your household income goes down

How prepared are you to make up for the loss of income and increase in taxes that often come with widowhood? *

We’ve calculated your 3E’s™ Retirement Report Card. Enter your name and email below to instantly see your score — and we’ll also send a copy of your score directly to your inbox.

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