01
Retirement Income
How can your savings, Social Security, pensions, and other assets work together to provide the income you'll need throughout retirement?
Is Your Retirement Plan Ready for the Unexpected?
Retirement is about more than how much you've saved. Your income, healthcare costs, inflation, market changes, longevity, and potential long-term care needs can all affect the retirement you've worked hard to build.
Take our free 2-minute Retirement & Long-Term Care Readiness Quiz to see how prepared you may be.
10 Questions
Instant score
No obligation
Do You Really Know Where You Stand for Retirement?
Retirement is one of the biggest financial transitions you'll ever make. For decades, you receive a paycheck, build savings, and accumulate assets. Then retirement changes the equation you begin relying on the money you've built to provide income that may need to last 20, 25, 30 years or longer.
That's why simply having a 401(k), IRA, pension, or savings account isn't the same as having a retirement plan. Before retiring, it's important to understand what you own, what you owe, how much income you'll have, how much you'll need each month, and what could put your savings at risk. Without knowing those numbers, it can be difficult to determine whether you're truly prepared or simply hoping you've saved enough.
35%
of non-retirees said their retirement savings were on track.
61%
of workers were confident they would have enough money to live comfortably throughout retirement.
2 in 5
retirees said their healthcare expenses in retirement were higher than expected.
50%
of retirees report retiring earlier than planned.
A Strong Retirement Strategy
Looks Beyond Your Savings
Preparing for retirement means thinking about how your money will provide income, how you'll manage risks along the way, and how unexpected expenses could affect the assets you've worked to build
02
Annuities
Could guaranteed income or certain protection features offered by an annuity have a place in your retirement strategy?
03
Long-Term Care
How would you pay for in-home care, assisted living, or nursing-home care without significantly disrupting your retirement plan?
Do You Know Your Retirement Numbers?
Before you retire, having a clear picture of your finances can be just as important as how much you've saved. Understanding your income, expenses, assets, debts, Social Security, pensions, healthcare strategy, and potential long-term care needs can help you make more informed decisions about your future.
- 01
How much monthly income will I have in retirement?
- 02
What will my monthly expenses be?
- 03
How long will my retirement savings need to last?
- 04
How could inflation affect my purchasing power?
- 05
What happens to my plan if the market declines?
- 06
How will I handle unexpected healthcare expenses?
- 07
How would I pay for long-term care if I need it?
- 08
What happens if I have to retire earlier than planned?
- 09
How will Social Security and pensions fit into my income plan?
- 10
What assets do I want to protect or leave to my family?
If you can't confidently answer these questions, now is the time to find out not after you've already retired.
How Prepared Are You for Retirement?
You may know how much you've saved but how prepared are you for the financial challenges that can come with retirement? Our free Retirement & Long-Term Care Readiness Quiz looks at 10 important areas of your retirement strategy and helps you identify where you feel confident and where there may be room for improvement.
-
01
10 Questions
Answer 10 quick questions about retirement income, healthcare, long-term care, inflation, market risk, and more.
-
02
2 Minutes
The assessment is quick and easy to complete. No complicated financial calculations are required.
-
03
Your Score
Receive your Retirement & Long-Term Care Readiness Score when you finish.
What Happens After the Quiz?
Your results are designed to give you a clearer picture of how prepared you feel for some of the biggest financial considerations in retirement and help you decide what areas may deserve a closer look.
-
1
Get Your Score
Complete the 10-question assessment and receive your Retirement & Long-Term Care Readiness Score.
-
2
Identify Potential Gaps
See which areas of your retirement strategy you feel confident about and which areas may deserve additional attention.
-
3
Review Your Options
If you'd like to take the next step, schedule a complimentary review to discuss your goals, concerns, and available planning options.
Retirement Planning Starts With a Conversation
At The Nash Insurance Agency, we believe preparing for retirement starts with understanding you not simply choosing a product. We take the time to learn about your goals, current financial situation, retirement concerns, and what you want your future to look like.
Whether you have questions about retirement income, annuities, long-term care, protecting your assets, or simply want a better understanding of where you stand, a complimentary review can help you explore your options and identify areas that may deserve additional attention.
Your Complimentary Review Can Include:
No pressure. No obligation. Just a conversation about your retirement goals and the options available to you.
Know Your Numbers Before Retirement.
You've spent years building your financial future. Take a few minutes today to see how prepared you may be for the years ahead.