Built for Florida households
What's your
Retirement IQ?
In about 15–25 minutes, see your Retirement IQ Score, preview your Household Blueprint, receive an educational report, and learn which planning questions may be worth exploring next.
Free educational platform
Every resource is offered at no cost.
No payment info ever
The Journey and report are free. No credit card is requested.
About 15–25 minutes
Depending on your answers. No account needed to begin; progress saves in this browser.
Retirement IQ Compass
See your Retirement IQ at a glance
Building your Retirement IQ Compass
Strong
Well positioned
On Track
Working as intended
Worth Attention
An opportunity to improve
Needs Focus
A good place to start
See which planning areas look settled, which may deserve a closer look, and the questions worth asking next, in about 15–25 minutes.
Illustrative sample only. Figures shown do not represent any household and are educational only.
Sample results
See what your results will include
Below is one page from an illustrative sample report. Your own results are educational only, with no predictions or guarantees.
Sample · Educational report
Your Retirement IQ Report
Prepared for an illustrative Florida household
- Retirement Readiness71 · On Track
- Income Planning66 · On Track
- Tax Planning58 · Worth Attention
- Healthcare Planning62 · Worth Attention
A question worth asking
Florida has no state income tax. Which years before required withdrawals begin might be lower-income years, and how could that affect which accounts are drawn from first?
The full report also covers estate, legacy and risk, plus your Household Blueprint and suggested learning topics.
Illustrative sample only. Educational content, not individualized investment, tax, legal, or insurance advice.
Household Blueprint
Readiness, income, taxes, healthcare, estate, legacy, and risk laid out side by side on one page.
Suggested learning topics
Articles and guides organized around the questions your answers raised.
Questions worth asking
Topics your answers raised, framed as questions to explore on your own or with a professional.
How it works
1 · Answer at your own pace
Guided questions about your household, income, savings, taxes, healthcare, protection, and estate and legacy. Saved as you go.
2 · See where you stand
Your Retirement IQ Score across seven planning areas, in plain language.
3 · Keep the report
An educational report plus learning suggestions matched to your own results.
Made for Florida
Built for Florida retirement decisions.
No state income tax. Medicare and healthcare transitions. Property and insurance costs. Homestead and estate considerations. Households relocating from other states. The Journey asks about these realities directly.
How the framework worksThe framework
Seven planning areas
Retirement Readiness
Income Planning
Tax Planning
Healthcare Planning
Estate Planning
Legacy Planning
Risk Alignment
Find out what your plan is already doing well.
About 15–25 minutes. You'll see your Retirement IQ Score, your Household Blueprint, and the questions worth asking next. The report is yours to keep.
Start My Retirement IQ JourneyEducational only · Never individualized investment advice