1.
Have you saved any money for retirement? [Do not include Social Security taxes or employer-provided money. Saving could include a 401(k).]
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Yes = 4 No = 0
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___ points
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2.
Have you tried to figure out how much money you will need to save by the time you retire to live comfortably in retirement?
|
Yes = 3 No = 0
|
___ points
|
3.
Do you have an investing/savings strategy for retirement?
|
Yes = 2 No = 0
|
___ points
|
4.
Have you thought about insurance coverage for nursing home or long-term care?
|
Yes = 2 No = 0
|
___ points
|
5.
Regarding planning/saving for retirement, are you
on track, slightly ahead of schedule, well ahead of
s chedule, slightly behind schedule or well behind
schedule?
well ahead = 2
slightly ahead/on track = 1
slightly behind/behind = 0
|
___ points
|
If you scored:
0-2,You need to get started now!
3-4,You have work to do!
5-7,You’ve taken the first big step
8-10,You’re off to a good start
11-13, You are among the few who are considering all their retirement options!
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Investment Professionals 