Healthcare & Legacy Simulator
Answer three questions. Get your retirement story. Then toggle a healthcare event to see how it changes.
You are 60 years old with $1.00M in retirement savings.
You plan to retire at age 67, when your portfolio is projected to be worth $1.49M.
Your lifestyle will require approximately $86K/year in today's dollars, growing with inflation.
Without any healthcare events, your portfolio is projected to run out at age 90.
"This is the simplified version of your retirement story. It assumes no healthcare events, which is the best-case scenario. But 70% of people over 65 will need some form of extended care. Toggle the health event on to see the full picture — then let me run your real numbers."
Mark's full analysis uses your actual contracts, tax bracket, Social Security timing, and investment allocations to build the complete picture — including solutions that can protect your spouse and preserve your legacy without expensive traditional insurance.
* Hypothetical illustration for educational purposes only. Not investment advice. Assumes 6% pre-retirement growth and 4.5% post-retirement growth with a 20% tax drag on returns. Living expenses inflate at 2.5% annually. Healthcare costs based on $95,000/yr national average, inflating at 4% annually. Social Security assumes $2,500/month starting at age 67. Does not account for specific tax brackets, RMDs, or individual allocations. For precise projections, schedule a complimentary analysis with Mark.