Welcome to your Retirement Preparedness Quiz


Do you have an estimated life expectancy?

Do you stress test your retirement portfolios regularly?

Are you aware of the tax implications within your retirement portfolios?

Is your retirement plan in writing and defined?

Have you strategized on when to claim social security benefits?

Is your cash-flow plan written within your retirement plan?

Do you have an adequate health insurance coverage plan for retirement?

Are your long-term care risks considered within your written retirement plan?

Do you have multi-generational plans or charitable wishes in writing?

Are all estate documents currently in good order?