Couples who want to know the plan works for both of them, and for the one who lives longer
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Retirement planning, from the StateMatcher family
Where you live and how long your money lasts are one decision.
StateMatcher helps you choose a state or town that fits your life. RetireSeek answers the question that usually comes next: will your savings, Social Security, home and health coverage carry you through retirement, for both of you, and for whoever lives longer?
One-time purchase. No subscription, and no automatic renewal.
A Checkup about once a year works like an annual physical for your retirement: a fresh look at what's on track, what deserves a closer look, and what to do next.
Who it's for
For people a few years from retirement, or already there.
You don't need a spreadsheet or a financial planner to start. Rough numbers are fine, and you can say "I don't know" whenever a detail is unclear.
People comparing states who want to know whether they can afford to retire there
Homeowners deciding whether to stay, adapt their home, downsize or move
Anyone weighing when to claim Social Security or how to handle Medicare
What a Checkup looks at
Your whole retirement, not just your savings.
- Whether your money lasts, year by year, and what a market downturn would change
- What happens to income and spending if one of you dies first
- Your home: staying, adapting, downsizing or moving, and what your equity can do
- How prices where you live compare with other places
- Social Security timing, Medicare enrollment and long-term care costs
- Taxes on withdrawals and on selling a home or rental property
- Family, legacy and the documents that let people you trust act for you
What you receive
A Checkup you can read, keep and share with your advisers.
- Your retirement picture at a glance, then one topic at a time
- A personal action plan, timed to where you are in retirement
- A briefing for your estate-planning and tax advisers
- A PDF to download and, where available, a printed, coil-bound copy
- 30 days of RetireSeek Coach with your first Checkup
How the two work together
StateMatcher helps you choose where. RetireSeek helps you check whether it works.
A StateMatcher report compares states and towns on the things that matter to you, such as cost of living, taxes, healthcare, climate and community. A RetireSeek Checkup starts from where you live now and tests the money side: your income, savings, home and care plans over a long retirement, including what staying, downsizing or moving could mean.
They're separate services in the same family. Visiting one doesn't share your answers with the other.
Start for free
Try RetireSeek's free calculators first.
Each one answers a single question. Keep the numbers you find; they make a Checkup quicker and more accurate.
Keep the conversation going
RetireSeek Coach, when you want it.
Your first Checkup includes 30 days of RetireSeek Coach for follow-up questions about your retirement. After that, Coach is optional: $19 a month or $190 a year, only if you choose to subscribe. Checkups are always purchased separately.
RetireSeek is a planning guide, not legal, tax, investment or medical advice. Check important decisions with a qualified professional.