Home
Retirement readiness quiz
Services
401K Options
Retirement Planning
College Planning
Estate Planning
Life Insurance
Contact Info
Contact
Directions
Videos
Team
Retirement readiness quiz
*
Indicates required field
1. Do you have a clear idea of when you want to retire?
*
Yes, I have a specific age or timeframe
Somewhat, but it’s flexible
No, I haven’t thought much about it
2. Have you estimated how much income you’ll need in retirement?
*
Yes, I’ve calculated it
I have a rough idea
No, I haven’t estimated this
3. Do you know how much income your current savings could provide in retirement?
*
Yes, I’ve reviewed projections
I have a general sense
No, I’m not sure
4. Are you consistently saving for retirement?
*
Yes, and I’m on track
Yes, but I could be saving more
No, or it’s inconsistent
5. How confident are you about your investment strategy?Choose One
*
Very confident
Somewhat confident
Not confident
6. Have you planned for healthcare and costs in retirement?
*
Yes, I have a plan
I’ve thought about it, but no plan yet
No, I haven’t addressed this
7. Do you understand when and how to claim Social Security?
*
Yes, and I have a strategy
I know the basics
No, not really
8. Have you reviewed your retirement plan in the last 12 months?
*
Yes
More than a year ago
Never
9. Do you know how much it costs you to live month-to-month right now?
*
Yes, I track my monthly expenses closely
I have a general idea, but don’t track it regularly
No, I’m not sure what my monthly spending totals
10. Do you have a plan to eliminate or significantly reduce debt before retirement?
*
Yes, I have a clear plan and timeline
Somewhat — I plan to reduce debt, but don’t have a set strategy
No, I haven’t planned for this yet
Submit
Home
Retirement readiness quiz
Services
401K Options
Retirement Planning
College Planning
Estate Planning
Life Insurance
Contact Info
Contact
Directions
Videos
Team