Retirement Readiness Quiz 1. What is your current age?Under 3535-4445-5455-6465+2. Do you plan to fully retire or work part-time in retirement?Fully retireWork part-timeNot sure yet3. What is your current household income (before taxes)?Under $100,000$100,000–$250,000$250,000–$500,000Over $500,0004. Roughly how much have you saved across all retirement accounts?Less than $250,000$250,000–$999,999$1M–$2.5MOver $2.5M5. Do you or your spouse have access to a pension?YesNoUnsure6. At what age would you ideally like to retire?Under 6060-6566-7070+7. Which of these describe your dream retirement? (Select all that apply)Travel the worldSpend more time with familyPursue hobbies or projectsVolunteer or philanthropyDownsize and simplify8. What’s your estimated monthly spending in retirement (today’s dollars)?Under $5,000$5,000–$10,000$10,000–$20,000Over $20,000Not sure9. Do you currently have a written financial plan for retirement?YesNoIn Progress10. How confident are you that you’re on track for a comfortable retirement?Very confidentSomewhat confidentNot confidentI have no idea11. Which areas do you want help with? (Select all that apply)Investment strategyTax planningIncome planningEstate planningSocial Security optimizationHealthcare planning12. How often do you review your financial plan or investments?At least quarterlyOnce a yearRarely or neverI don’t have a plan to review13. Have you stress-tested your portfolio for market downturns or long-term care costs?YesNoNot sure14. Do you know how much income your portfolio will generate in retirement?YesRough estimateNot really15. Would you like a free, customized Retirement Readiness Report?Yes, pleaseNot right nowName *Email Address *PhoneBest Way to ContactPhoneEmailTextSubmit & Receive My Report