ESG 101

Your Retirement Wellness Score indicates the percentage of your pre-retirement income that is estimated to be available at the specified retirement age (based on your personalized inputs and current assumptions). Studies suggest replacing at least 70-85% of your income in retirement*.

The score compares what you are estimated to have in monthly income at retirement against your estimated monthly pre-retirement income. For example, based on your inputs you may have $1,000 per month when you retire, but your monthly pre-retirement income is $2,000. Your Retirement Wellness Score would be 50.

The amounts you will have may differ based on your specific goals in retirement. This score, and what you will have, are merely estimates based on information provided by you and several financial assumptions, including a 4.5% withdrawal rate. This information may be valued as of different dates. This is not a guarantee of future income.

Your Retirement Wellness Score always assumes you are replacing 100% of your pre-retirement income. So, it will not change if you make changes that impact your desired income in retirement.

Your Retirement Wellness Score indicates the percentage of your pre-retirement income that is estimated to be available at the specified retirement age (based on your personalized inputs and current assumptions). Studies suggest replacing at least 70-85% of your income in retirement*.

The score compares what you are estimated to have in monthly income at retirement against your estimated monthly pre-retirement income. For example, based on your inputs you may have $1,000 per month when you retire, but your monthly pre-retirement income is $2,000. Your Retirement Wellness Score would be 50.

The amounts you will have may differ based on your specific goals in retirement. This score, and what you will have, are merely estimates based on information provided by you and several financial assumptions, including a 4.5% withdrawal rate. This information may be valued as of different dates. This is not a guarantee of future income.

Your Retirement Wellness Score always assumes you are replacing 100% of your pre-retirement income. So, it will not change if you make changes that impact your desired income in retirement.