Financial Assessment Calculator Our Financial Assessment Calculator helps to determine how your financial resources compare to our residency rates. The calculator provides for monthly contributions such as retirement or social security income. It also allows you to assess the impact of investment growth versus inflation. Click here to return to the Financial Assessment Page. Change Each Value To Reflect Your Expectations Cash value of your home, autos, stocks, bonds, cash, etc. Ongoing monthly cash contribution (retirement, social security, LTC insurance, etc.) Years until retirement (if you plan to retire now, this value is zero) Estimated annual pre-retirement yield (%) Estimated annual retirement yield (%) Estimated annual inflation (%) Estimated annual contribution increase(%) Desired future MONTHLY withdrawal amount (current dollars)