Retirement Readiness

Retirement Readiness Assessment

Answer these quick questions to see how prepared your retirement income strategy may be.

1. How confident are you that your retirement income will last your lifetime?

Very confident Somewhat confident Unsure Concerned

2. If the stock market dropped 20% tomorrow, how would you feel?

I wouldn’t worry much Slightly nervous Very concerned I’d lose sleep

3. Which retirement goal matters MOST to you?

Growing my money Protecting my savings Guaranteed income Leaving money for family

4. Do you currently have a source of guaranteed retirement income besides Social Security?

Yes Somewhat No

5. How concerned are you about outliving your savings?

Not concerned Slightly concerned Moderately concerned Very concerned

6. What best describes your retirement savings approach?

Mostly market investments Balanced mix Mostly safe/protected money I’m not sure

7. If you could choose one retirement advantage, what would it be?

Higher growth potential Predictable income Protection from market loss Less stress about retirement finances