Your Household
Start with where you are today — your retirement timing, household, and who you're planning for.
Blackburn Retirement Income Planner
See How Your Retirement Income Picture Comes Together.
The free Blackburn Retirement Income Planner helps you bring together your income, savings, expenses, and priorities — so you can see how your own retirement picture fits together.
New to retirement income planning?Start with our free guide →
What You'll Work Through
The Planner walks you through the key pieces of your retirement picture, one simple step at a time.
Your Income Picture
See the income you can already count on in retirement, including Social Security, pensions, and other income sources.
Your Retirement Savings
Bring together the retirement savings you've built over the years, including 401(k)s, IRAs, and other retirement accounts.
Your Priorities
Think about what you want retirement to look like and what matters most as you plan for the years ahead.
Where This Fits In
Whether you started with the Guide or came straight to the Planner, this is where the ideas become personal. The Planner helps you organize your numbers and priorities into a clearer picture of your retirement. When you're finished, you'll receive your Retirement Income Snapshot. If you'd like help understanding your completed Snapshot, you can choose to schedule a Retirement Income Review.
What to Expect
Go at Your Own Pace
Work through the Planner when it's convenient for you.
Come Back If You Need To
Your progress can stay on this device for a limited time, so you don't have to finish everything at once.
Use What You Know
You don't need to have every number or document in front of you. Answer what you can, and the Planner will only show questions that apply to your situation.
The Payoff
See Your Retirement Income Snapshot
When you finish, you'll receive your Retirement Income Snapshot — a clear, organized picture of where things stand today. It's yours to save or print, whatever you decide to do next.
- How your income and expenses fit together
- Where your retirement savings stand today
- Areas worth exploring further
What This Planner Is — and Isn't
This Planner Is
- A way to organize your own retirement picture
- A starting point for identifying questions you may want to explore further
- Entirely at your own pace
- Yours to keep, whether or not you take a next step
This Planner Isn't
- A recommendation to make changes to your retirement accounts
- Individualized investment, tax, or legal advice
- A substitute for discussing your specific retirement income questions with a professional