Enjoy Retirement with Financial Peace of Mind
You've worked hard to build your nest egg. Now keep it organized in one place—for your peace of mind, for estate planning, and for the family members who may need to help someday.
Time to Completion
A Retiree Financial Statement is a consolidated record of retirement assets, pensions, and income sources used for estate planning and healthcare applications. After decades of working, saving, and investing, you've earned the right to enjoy retirement without worrying about paperwork. But retirement brings unique financial documentation needs that working years didn't prepare you for. Your estate attorney needs a complete picture to draft your will. Some healthcare facilities require proof of financial resources. And perhaps most importantly, your adult children may need to help manage things someday—or need to know what exists when you're no longer here to tell them. StatementsReady helps you create a clear, organized record of your retirement wealth that serves all these purposes, without requiring you to become a financial software expert.
Why Retirees Need Organized Financial Records
Retirement brings unique financial documentation needs—from healthcare planning to ensuring your family knows where everything is.
Estate Planning Requirements
Your estate attorney needs a complete picture of your assets to draft effective wills and trusts. Organized documentation saves time and fees.
Healthcare and Long-Term Care
Some assisted living facilities and healthcare programs require proof of financial resources. A clear statement simplifies these applications.
Family Coordination
Adult children may need to help manage finances or know what exists for emergencies. Clear documentation reduces family stress.
Simple, Clear, and Secure
StatementsReady is designed to be straightforward—no tech expertise required—while producing professional documentation.
Clear instructions walk you through each section. No financial or tech background needed to create your statement.
See all your IRAs, 401(k)s, pensions, and Social Security in one view. Finally understand your complete retirement picture.
Grant view access to your adult children or trusted family member. They'll know what exists without needing your login.
Some prefer paper. Our PDF exports print cleanly for your physical files or to share with your financial advisor.
Quarterly updates take minutes, not hours. Your statement stays current as account values change.
Why Retirees Choose StatementsReady
We designed StatementsReady to be simple and straightforward—no tech expertise required.
Simple, Guided Process
Clear instructions walk you through each section in plain English. No confusing jargon or complicated interfaces.
See All Your Retirement Income
Consolidate IRAs, 401(k)s, pensions, Social Security, and other income sources in one clear view. Understand your complete retirement picture.
Family Peace of Mind
Share view access with your adult children or trusted family members. They'll know what exists without needing your login information.
Print-Friendly for Your Files
Some things are better on paper. Our PDFs print cleanly for your physical files or to share with your financial advisor in person.
Retirement Financial Documentation Package
How It Works
Creating your personal financial statement is simple with StatementsReady.
Connect Your Accounts
Securely link your bank accounts via Plaid or enter information manually. Your choice.
Review & Customize
Verify your information, add any additional assets or liabilities, and customize as needed.
Export & Share
Download your professional PDF or share via secure link. Ready for your lender or attorney.
Frequently Asked Questions
Do retirees need a personal financial statement?
While not mandatory, having an organized financial statement is valuable for estate planning, healthcare applications, reverse mortgage consideration, and ensuring family members can help if needed.
How do I include pension income on my statement?
List your pension as an income source with the monthly or annual amount. If your pension has a lump-sum cash value option, you may list that as an asset. Your pension administrator can provide this figure.
Should I list Social Security as an asset?
Social Security is typically listed as income, not an asset, since you can't access it as a lump sum. However, your expected monthly benefit is important information to include.
Can I share my financial statement with my adult children?
Yes. StatementsReady allows you to share view-only access with trusted family members. They can see your financial picture without accessing your actual accounts.
What if I have a reverse mortgage?
List the property at its current market value as an asset. List the reverse mortgage balance as a liability. The net represents your home equity. Update these values annually as they change.
Organize Your Retirement Finances
Gain clarity and peace of mind. Create your personal financial statement in under 30 minutes and know exactly where you stand.
Create My Statement Free