Are you retirement ready? Take our test to find out.

Are you retirement ready? Take our test to find out.

Answer Yes or No by clicking below to the following statements

#1 Am I or my spouse/partner at least 50 years old?

#2 I have discussed my retirement plans, such as where I want to live, with my family/spouse/partner and have developed a strategy.

#3 I have investigated when I plan to start social security and know what my Social Security income will be in retirement.

#4 I have developed a retirement savings strategy, including a targeted amount of savings accumulated at retirement to generate the level of income I need.


#5 I know how much my accumulated savings at retirement will provide me as income in retirement.

#6 I know the approximate anticipated future income from my investments based on current balances and my savings strategy. These income sources may include 401(k), pension, IRA, savings, etc.

#7 I have discussed my finances with my family/spouse/partner.


#8 I have developed and updated my will to ensure my final wishes will be carried out.

#9 I have advance medical directives in place (i.e., health care proxy, durable power of attorney, and/or living will).

#10 I have my important papers, including those listed above, where my family can find them. I have reviewed the papers with my spouse/partner.

#11 I have reviewed my health (including long-term care coverage), and life insurance coverage for retirement.



You answered YES to 5 or more of the questions, you are on your way.

You answered NO to 5 or more of the questions, included are some resources to help you.