How to Assess Your Retirement Readiness With Sidekick, Our AI Financial Assistant

We recently launched a series of exciting new tools and made some impressive improvements on our existing features so that Origin can work even harder for you on your wealth-building journey. As part of that package, we’ve boosted the capabilities of Sidekick, our AI-backed financial assistant.

Among its other enhanced features, one of Sidekick’s most crucial new capabilities is helping you determine your retirement readiness.

Because you’ve already connected all your financial accounts to examine your spending, come up with your budget, and track your net worth, Sidekick’s calculation of how much money you’ll need — and how on track you are to meeting that goal — is both accurate and totally customized to you. Sidekick gives you info just for you, and it’s much cheaper than meeting with a CFP® every time you have a question about the position of your retirement investments.

To work with Sidekick to determine what your golden years could look like, head over to the Advice tab to find the “retirement readiness” module. Once you’ve selected it, Sidekick will ask you a few questions to get some additional information, like, for example, where you want to retire (because, as we all know, the cost of living varies significantly across the country). Then, it’ll give you an easy-to-understand graph of where you currently stand and where you’re headed, with some recommendations and actions for you to take to further strengthen your retirement readiness.

Here’s what that looks like:

Sidekick’s easy integration within Origin’s all-in-one financial management platform also means that, if you determine you need to better position yourself for retirement — whether that’s in 10 years or 40 — you can take immediate action, like investing in one of Origin’s proprietary brokerage accounts, which cost you zero in assets-under-management fees (something that isn’t true of most other brokerage accounts). You can also open a high-interest cash account to maximize returns on your idle cash.

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