Education first

Retirement Readiness Resources

Start with the Seven Pillars, then use concise educational resources and self-diagnostic tools to organize your questions. New book previews and one-pagers will be added as they are released.

Book Preview

Exclusive preview material from The 7 Pillars of Retirement Readiness. The full book is scheduled for release in Q4 2026.

Join for preview access →

Seven Pillar One-Pagers

Easily digestible educational summaries covering each Pillar. Additional one-pagers will appear in the member portal as released.

Open member portal →

Self-Diagnostic Calculators

Seven Pillar calculators, plus the Retirement Readiness Assessment and downloadable report.

Explore calculators →

Retirement Income

Explore expected expenses, Social Security, pensions, annuities, other income, and an illustrative gap or surplus.

Explore Pillar 1 →

Healthcare and Taxes

Review educational material concerning Medicare, long-term care, tax categories, and published IRMAA thresholds.

Explore Pillar 3 →

Preparedness and Legacy

Organize questions about inflation, estate documents, beneficiary designations, liquidity, and emergencies.

Explore Pillar 5 →

Official reference sources

Official sources are provided for education and verification. Rules and figures may change.