Retirement Architecture

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The free WealthSpan report is the door. Nothing to fear. Just more options. For a lot of people, the default plan is fine. That doesn't make it right.

Wealthspan Report cover. Retirement Architecture. There are no mulligans in retirement lifestyle.
Default plan versus the life you want

How did you guys do this?

Same life. Two roads. Uncle Sam's Plan is the default. Live.2.100 is the one we design. The difference is income, dreams, tax, and whether the lifestyle holds.

The report is free. Nothing to fear. Just more options. For a lot of people, the default plan is fine. That doesn't make it right.

14 questions

  1. 1
    First and Last Name(s)
    Primary *
    Spouse/Partner
    Email * · Phone
  2. 2
    Married, partner, or single?
  3. 3
    Where should we mail anything for the household?
  4. 4
    Still working? If yes, target retire age for each of you.
    Primary
    All that apply
    Spouse/Partner
    All that apply
  5. 5
    Retirement account size. Household total, band only.
    All that apply
  6. 6
    How old are you at the end of 2026?
    Primary
    Spouse/Partner
  7. 7
    Of that amount, roughly how much is in a traditional IRA or 401(k)?
    All that apply
  8. 8
    Any pension or other guaranteed monthly income outside Social Security?
  9. 9
    Social Security for both. Collecting yet? Roughly how much per month for each of you.
    Primary
    All that apply
    Spouse/Partner
    All that apply
  10. 10
    Any annuities or other guaranteed-income products today?
  11. 11
    Current net monthly household income?
    All that apply
  12. 12
    Rough total monthly expenses for the household?
    All that apply
  13. 13
    How would you describe overall health for each of you?
    Primary
    All that apply
    Spouse/Partner
    All that apply
  14. 14
    Your single biggest worry about retirement?