RETIREMENT SURVEY

Should you take a retirement readiness assessment? Answer these eight short, straight-forward questions to help you determine if a retirement readiness assessment is right for you. Place a circle around the answer you are choosing.

In retirement, do you have a plan for: Exercising your mind for continued, personal learning? Yes No

Will there be changes in  your income, health, purpose and self-worth? Yes No

Do you know how you will purposefully spend your time with fulfilling activities and interests? Yes No

Do you now have interaction with others to build and maintain enjoyable relationships outside of your work environment. Yes    No

Do you know where you will reside when you retire? Yes   No

Are you making adjustments now to ensure you have a healthy attitude towards your life and retirement? Yes   No

If you answered Yes to all the questions and have a score of 7. You are definitely on your way to retirement.

If you answered Yes to over half of the questions, then you still making decisions, and you have made some plans around what you want to do in your retirement.

If you scored yes to 1-4 questions, you are not ready to retire, and need some more time to plan and think about what you want.