Are You Retirement Ready? Take The Quiz!
Can you retire comfortably and remain comfortably retired?
Take our 3 minute quiz to see if you need to attend our webinar. Either "vaya con dios" or "Uh oh...i may need help!"
You get 1 point for each "yes" answer.
Do you know how much you need each month to cover your nut? | |
Do you know how much you are able to save each month? | |
Is "all" of your "stuff" properly titled so that if something happens to you it goes to the right persons? | |
Do I have a process to generate sustainable income in retirement? | |
Am I aware of "my" optimal age to collect social security? | |
Do I have a plan for how I will pay for home/facility care if/when I need it? | |
Do I understand my potentially biggest financial risk: Sequence of Return risk? | |
Do I know what my "risk number" is and what it means to my investments? | |
Do I have any type of encrypted, cloud based, "financial portal" that aggregates ALL of my assets and provides a secure digital vault for all of my financial/legal documents. | |
When making financial decisions, do I "wing it" and hope for the best, or do I use a financial decision center that takes ALL of my financial information, goals, risk, assets, and expenses and uses probability theory to provide a best outcome scenario? |
What your score is telling you:
8-10 points;You are a financial wunderkind, and we would consider hiring you. |
6-8 points;Good job, but it would appear there may be some cracks in the armor that you might want to fill. |
4-6 points;Ruh Roh! You have been lucky, but your approach to planning is akin to buying a lottery ticket instead of contributing to your 401K. |
2-4 points;You probably should have cheated or called a friend for help when taking this quiz. |
Falling short of 8 points?
Schedule a call with Lance!