How to Read Your Early Retirement Score
0–40 points:
Things Need to Change Fast
Based on your responses, the chances you can retire earlier than your target age are low. Changes to your retirement plan will be essential to make up ground.
41–90 points:
Doing Ok. But Ok Isn’t Enough
Based on your responses, you have done a decent job preparing for retirement. If you want to ensure you meet or exceed your target retirement age, you need to enhance your plan.
91–100 points:
Things Look Solid. Don’t Get Complacent
Congrats! Based on your responses, you are on track to retire early. But a bad market turn or an unexpected hurdle can knock you off course. Be sure to review your portfolio regularly.
Can your current plan get you to your desired retirement date?
Your answers suggest you’ve made a solid start toward your retirement goals. But your score alone can’t tell you whether you’re actually on track to retire when you want.
That depends on factors your scorecard doesn’t fully measure, including your current investments, savings rate, future contributions, expected retirement spending and investment strategy.
Your Recommended Next Step
Find Out What Your Retirement Timeline Could Look Like
Your Scorecard shows where you stand based on your answers. Your Retirement Gap Calculator takes the next step by looking at your age, target retirement age, and current retirement savings to help you see whether you may be on track or have a potential gap to address.
Want to understand what deserves the most attention?
Once you understand your potential gap, the Retirement Priority Assessment can help identify which areas of your retirement plan deserve the most attention.
Prefer to talk with an advisor?
You can also schedule a complimentary Retirement Strategy Review.
30 minutes · Complimentary · No obligation
We’ll review your retirement situation and discuss:
✓ Where you stand today
✓ The biggest factors affecting your retirement timeline
✓ Potential gaps or risks in your current strategy
✓ What may need to change to reach your goal
What our clients are saying
Confluent Asset Management made our retirement planning easy and stress-free. Yogesh Prasad and his team created a solid income plan and took great care of our assets. We trust them completely and recommend their services to anyone planning for retirement.
Confluent went out of it's way to treat me not like another potential buyer, but as a person with real goals. They went the next level to look at my portfolio and see what was holding me back. I've recommended they speak with family and friends and so far they all say the same thing.
*All testimonials have been provided by active clients without compensation
Disclaimer
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