QUIZ: What’s Your Probability of Success in Retirement?

What age do you plan to retire?

How much tax planning have you actively pursued for your retirement?

None

A small amount

A moderate amount

A lot!

If we hit a down market or a recession, how much could you afford to lose?

10-15%

15-25%

25-50%

0% - I can't lose any of my money!

If your spouse passed away, do you feel you could manage your investments and retirement plan without them?

Yes, I can do it myself

Maybe, but I might need help

No! I would definitely need help

Do you know how much money you stand to lose on your bonds if interest rates rise?

Yes, and I’ve planned for that possibility

No, I have no idea and never thought about it

No, but I’d like to learn how to fix that possibility

Has your portfolio ever been stress-tested?

Yes, and I feel comfortable where I am

No, I don’t think I need it

No, but I’d like to get it stress-tested

Do you have a plan to protect your assets, your spouse, or your family when your health fails later in life?

Yes, I do

I think so but I'm not sure it's bulletproof

No, I don’t but I’d like to learn the best options

Unlock and Upgrade