Not a savings-number quiz. Ten honest questions across the decisions that determine whether a retirement holds up - income, Social Security, healthcare, taxes, and what happens for the people you love. Instant score, weakest areas named, and a clear next step for each.
Take the Readiness Checkup Ten questions · no email required · (571) 368-6178 to talk it through insteadMost people ask “Do I have enough?” — and most online tools answer with a single savings figure. But two households with identical balances can be in completely different positions, because readiness is really about whether the moving parts are decided: how much guaranteed income covers your essentials, when each spouse claims Social Security, what pays for healthcare before and after 65, which accounts you draw first and what that does to your taxes, and what income survives for your spouse.
The checkup below walks those decisions in three minutes. Answer honestly — the value is in seeing which areas are settled and which are still riding on defaults.
10 questions · scored instantly · nothing leaves your browser
The same ten checkpoints as a printable checklist — work through it with your spouse at the kitchen table, then bring it to your review.
Download the Scorecard (PDF)Wherever you scored, the gap between “roughly ready” and “confidently ready” is a working session with your real numbers. Our readiness review is complimentary, pressure-free, and specific — and if you’re more ready than you thought, that’s exactly what we’ll tell you.
Book My Free Readiness Review (571) 368-6178 — call or text to schedule a consultationIf you’re under FERS, your readiness stack has extra pieces most tools ignore: the FERS annuity and its survivor election, the annuity supplement bridging to 62, FEHB decisions in retirement, and the TSP. Retiring “FERS-ready” means those pieces are sequenced together — our office sits minutes from the Pentagon, and this coordination is our daily work.
Mountain View Wealth Management, LLC is a registered investment adviser. This checkup is educational self-assessment only; it is not individualized advice and does not consider your complete circumstances. Not affiliated with the Social Security Administration, the Thrift Savings Plan, or any government agency.