Retirement
Reality Check.
Start with clarity.
Your retirement is more than a date on the calendar. Our Retirement Reality Check helps you reflect on income, taxes, Social Security, healthcare, and family priorities—then bring the questions that matter into a personal conversation with Roberts Wealth Management.
A little perspective.
A meaningful next step.
Begin with an honest look at where you feel prepared and where you still have questions. The assessment offers a score and summary based on your responses. Use them to organize the subjects you would like to explore further.
Your Retirement Reality Check
Reflect. Explore. Start a conversation.
This educational assessment is provided through Retirement Ready Suite. Review the assessment’s notices and disclosures before sharing your information. Your results are a starting point for discussion and do not replace a personalized financial plan or provide investment, tax, or legal advice.
One retirement.
More than one question.
The Retirement Reality Check explores six connected planning areas. Consider which feel familiar, which deserve more attention, and how each relates to your life and the people who depend on you.
Retirement income
How prepared do you feel to connect your savings, income sources, and everyday spending? Reflect on the questions behind your retirement paycheck.
Taxes in retirement
Consider how well you understand taxes on different income sources and withdrawals. Bring unanswered questions to your advisor and qualified tax professional.
Social Security
Think about what you know about your benefits, claiming choices, and the role Social Security could play alongside your other retirement income.
Risk & protection
Reflect on your comfort with investment risk, existing insurance, and the unexpected events that could change your priorities or access to savings.
Healthcare & care
Consider your familiarity with Medicare, potential out-of-pocket expenses, and care needs. Identify the healthcare questions you would like to discuss.
Family & legacy
Think about your debts, responsibilities to loved ones, beneficiary choices, and the financial priorities you would like to coordinate with your legal professionals.
Turn reflection
into a conversation.
Start with what stood out.
Write down the topics you found difficult to answer or the assumptions you would like to revisit. Your questions can be more useful than focusing only on the final score.
Bring your life into view.
Think about your timing, income needs, existing resources, family responsibilities, and the lifestyle you hope to support. A general assessment cannot capture every part of your circumstances.
Explore your priorities.
Connect with Roberts Wealth Management to discuss what you learned and the areas you want to understand better. Ask the team what information would help prepare for your conversation.
Get to know our team, explore our office locations, or browse retirement insights and resources as you prepare.
Your questions.
A clearer starting point.
What is the Retirement Reality Check?
It is an educational self-assessment that asks about your retirement outlook and planning knowledge. Use the questions and resulting score to identify subjects you would like to understand better and discuss with a financial professional.
How long does the assessment take?
The assessment contains 43 questions and estimates about six minutes to complete. Take the time you need to consider your answers. If the embedded version is difficult to use on your device, open the assessment in a separate tab.
Does my score tell me whether I can retire?
A score reflects the answers you provide; it does not establish whether your retirement plan will succeed. A personal planning conversation should consider your actual resources, spending, goals, risks, and circumstances.
What should I do after completing the assessment?
Note the questions that were difficult to answer and the topics you want to explore. Contact Roberts Wealth Management to discuss those priorities and ask what information would be helpful to bring to a conversation.
Your next chapter is personal.
Your planning should be, too.
Whether retirement is years away or already here, bring your questions into a conversation centered on your priorities and the decisions ahead.
