Aurora - Retirement Readiness Scorecard

Retirement Readiness Scorecard

Review each section and check the box that best reflects your current situation.
Name*

First NameLast Name
Email*
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Retirement Vision & Timing*

I have a clear retirement timeframe and a general vision for my lifestyle.I have a rough idea but haven’t fully defined the details.I have not yet thought through timing or lifestyle goals.
Income Sources in Retirement*

I understand my expected income sources and how they may work together.I know some sources but am unclear on timing or reliability.I am unsure how my income will be generated in retirement.
Savings & Investment Alignment*

My savings and investments align with my time horizon and comfort with risk.I review my investments occasionally but am unsure if they’re aligned for retirement.I haven’t reviewed my investment approach with retirement in mind.
Income Strategy Awareness*

I understand how my savings may be used to support income in retirement.I have a general idea but haven’t explored strategies in detail.I have not yet considered how my assets would provide income.
Tax Awareness*

I understand how taxes may change in retirement and how my accounts are taxed.I know taxes will matter but haven’t reviewed the details.I have not considered taxes as part of retirement planning.
Healthcare Preparation*

I have a plan for healthcare coverage before and after Medicare.I know healthcare is important but haven’t planned in detail.I am unsure how healthcare will be handled in retirement.
Debt & Cash Reserves*

I have reviewed debts and maintain appropriate short-term reserves.I am aware of my debt but haven’t factored it into retirement planning.I haven’t evaluated how debt or cash needs may affect retirement.
Estate & Legacy Planning*

My beneficiaries and estate documents are current.I have some documents in place but need to review them.I have not addressed estate or legacy planning.
Your Score:
Should be Empty: