Will Your Income Cover Your Expenses in Retirement?
Most people approaching retirement have a rough sense of what they spend — but no clear picture of whether their income will keep up. This tool helps you find the gap, understand it, and decide what to do about it.
Your Monthly Expenses
Enter your best estimates. Leave any category at $0 if it does not apply to you.
Your Expected Monthly Income
Include only income you are confident about. Leave savings and investment withdrawals at $0 — that is what the gap is for.
Your results are ready.
Complete the fields below to see your income gap and receive a copy in your inbox.
Three steps. A clearer picture of retirement.
List your monthly expenses and expected income sources. Estimates are fine — you do not need exact figures to get a useful result.
We calculate the difference between what you spend and what you expect to receive — and show you exactly where you stand.
Schedule a complimentary Discovery Meeting with one of our advisors. We will show you what strategies can fill the gap — and keep it closed.
Here is your income picture.
Based on the numbers you entered — here is how your income and expenses compare.
Here are your next 3 steps.
You now have a clearer picture of your monthly income and expenses in retirement. Check your inbox for a summary.
There are strategies to help address an income gap — annuities, Social Security timing, Roth conversions, and more. Let us show you what applies to your situation.
Sit down with one of our advisors at no cost. We will review your full retirement picture — income, taxes, healthcare, and legacy — and build a plan around your numbers.
South Shore Retirement Services • 781.836.4214 • Hingham, MA