Retirement Priorities

Will you end up alone, out-of-touch, bored, or broken in retirement because you don't have your priorities straight?

Do you have a written plan / estimate that identifies how much money you need to have saved for retirement?

Yes

No

Do you have a written plan / estimate as to how much money you can withdrawal each year and how long it will last?

Yes

No

Have you decided the age in which you plan to start receiving Social Security Benefits?

Yes

No

Have you taken a risk tolerance questionnaire to figure out which level of asset allocation best meet your desire for growth, income, and ability to accept investment losses?

Yes

No

Are you aware of the basic features, benefits, and costs for life insurance and long-term care insurance during retirement?

Yes

No

Do you have a written plan that identifies what a perfect day and week will look like in retirement?

Yes

No

Do you have a passion, hobby that defines you outside of the workplace (or home)?

Yes

No

Are you currently using a regular exercise routine and following some form of nutritional guidelines?

Yes

No

Have you been invited to participate in four or more events with friends over the last month (non-work related)?

Yes

No

Do you feel your retirement plan is well balanced for a successful transition into your next phase of life?

Yes

No

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