Have You Covered the 3E's of Your Retirement?

Discover if your retirement plan safeguards the essentials—while giving you the freedom to enjoy life’s dreams and indulgences.

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? *

Very confident: I have reliable income sources set aside for essentials.

Somewhat confident: I’ve saved, but I’m not sure it’s fully protected.

Not confident: I’m relying on investments and hope the market holds up

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

Fully accounted for: I’ve built in steady income for these enjoyments.

Mostly: I think I can cover them, but it depends on the market.

Not really: These will only happen if my investments perform well.

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

Confident: I know where this money will come from without risking essentials.

Unsure: I’d love to, but I don’t know if I can afford them comfortably.

Worried: These might not be possible unless everything goes perfectly.

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

No problem: My essentials and enjoyments are protected from market swings.

Manageable: I’d tighten the budget, but I could adjust.

Big problem: I’d have to cut essentials or delay plans.

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? *

Well-prepared: I’ve made a plan for healthcare and longevity.

Somewhat: I’ve thought about it, but I’m not sure it’s enough.

Not prepared: I haven’t planned for this yet.

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? *

Well-prepared: I have a clear strategy to protect my income and manage taxes if I become a widow.

Somewhat prepared: I’ve thought about it, but I’m not confident my plan is complete.

Not prepared: I haven’t planned for this possibility yet.

Your 3E™ Retirement Report Card is ready—don’t miss it!

Full Name *

Email *

Your personalized score is waiting, but it won’t appear on this screen. 📩 It will be delivered straight to your inbox — along with a clear explanation of what your score means for your Essentials, Enjoyments, and Extravagances.

👉 Simply enter your name and email above, and your 3E™ Score + full interpretation will be sent instantly. Because your future deserves nothing less than clarity, confidence, and a plan you can trust.

“I had never seen anything so powerful—it gave me the push I needed to take charge of where I’m headed with my retirement income.” — E.M.

Your next chapter begins with insight. Don’t leave your score behind—claim it now 🌻

And if you’d like to take the next step, I’d love to meet you in person at one of my upcoming Whittier Retire Beautifully Workshops. You’ll find all the details waiting in your email, right alongside your score.

With gratitude,
Veronica Aguilera | Wise Women Prosper