Are You Ready For Retirement?
This quiz is designed to help you assess your current readiness for retirement by evaluating key areas like budget and cash flow, financial stability, and lifestyle planning. You will receive an email from Jotform complete with entries and score results. There may be a delay, so be patient.
Name
*
First Name
Last name
Email
*
example@example.com
1. Do you have a detailed retirement savings plan?
Yes, a detailed plan
I have a rough idea
No, I don't have a plan
2. How much have you saved for retirement to date?
More than $500,000
$100,000 - $499,000
Less than $100,000
3. Do you know how much money you will need annually during retirement?
Yes, I have a precise amount
I have a general idea or desired amount
No, I have no idea
4. Are you currently debt-free or on a clear path to being debt-free?
Yes, I am debt-free
I am working towards it
No, I have significant debt
5. Do you have multiple sources of income for retirement?
Yes, multiple sources
Only one primary source
No, I haven't thought about it
6. Have you calculated your expected retirement expenses?
Yes, in detail
Somewhat
Not at all
7. Do you have a clear vision of your retirement lifestyle?
Yes, very clear
Somewhat clear
No, I haven't thought about it
8. Do you plan to downsize or relocate after retirement?
Yes, I have a plan
Considering it
No, I don't plan it
9. Will you continue to work part-time or start a new venture post-retirement?
Yes, I plan to work
Possibly
No, I plan to fully retire
10. Do you have adequate insurance coverage for retirement?
Yes, fully covered
Partially covered
No, not covered
11. Have you created an estate plan or will?
Yes, fully completed
In progress
No, not started
12. Do you regularly review and adjust your retirement plan?
Yes, regularly
Occasionally
Never
13. Are you mentally and emotionally prepared for retirement?
Yes, very prepared
Somewhat prepared
Not prepared
Score
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