Good Job

You’re on your way - but there are some gaps worth addressing

You appear to have a foundation in place, but your answers suggest there may be unanswered questions around income sustainability, taxes, or how your accounts work together.

This is very common for new or soon-to-be retirees—especially when moving from saving to spending.

A focused Retirement Readiness Review can help identify blind spots and bring more structure and confidence to your plan.