QUESTION 1 OF 10 - RETIREMENT INCOME: How confident are you that your retirement income will support your desired lifestyle? *

A. Very confident — I have a documented income plan.

B. Somewhat confident — I've done some planning.

C. Uncertain — I haven't calculated my income needs.

D. Not confident — I don't currently have a retirement income plan.

QUESTION 2 OF 10 - RETIREMENT INCOME: Have you calculated how much monthly income you'll need to maintain your lifestyle in retirement? *

A. Yes — I have a detailed retirement income budget.

B. I have an estimate, but haven't reviewed it recently.

C. I have a rough idea, but no actual calculations.

D. No — I haven't determined my retirement income needs.

QUESTION 3 OF 10 - INCOME SOURCES: Have you identified reliable sources of income that can help support you throughout retirement?

A. Yes — I know my income sources and have reviewed how long they'll last.

B. I've identified several income sources but haven't fully evaluated them.

C. I expect Social Security or savings to provide income but haven't made a detailed plan.

D. No — I haven't identified how I'll generate income throughout retirement.

QUESTION 4 OF 10 - MARKET PROTECTION: Have you developed a strategy to protect your retirement income from significant market downturns? *

A. Yes — I have a documented strategy and understand how it works.

B. I have some protective measures but haven't reviewed them recently.

C. I've considered market risk but haven't established a clear strategy.

D. No — I haven't developed a strategy to address market downturns.

QUESTION 5 OF 10 - TAX STRATEGY: Have you developed a strategy to manage taxes on your retirement income and withdrawals? *

A. Yes — I have a documented tax strategy coordinated with my retirement plan.

B. I understand some tax implications but haven't reviewed my strategy recently.

C. I know taxes will affect my retirement but haven't developed a strategy.

D. No — I haven't considered how taxes may impact my retirement income.

QUESTION 6 OF 10 - HEALTHCARE PLANNING: Have you reviewed your current or future healthcare coverage to ensure it aligns with your needs and retirement plans? *

A. Yes — I've reviewed my coverage, anticipated costs, and future Medicare eligibility

B. I've reviewed my coverage but haven't fully evaluated future healthcare expenses.

C. I have health coverage but haven't reviewed how my needs may change.

D. No — I haven't evaluated my healthcare coverage or future healthcare needs.

QUESTION 7 OF 10 - LONG-TERM CARE & EXTENDED CARE PLANNING: Have you developed a plan to address the potential costs of long-term care or extended healthcare needs? *

A. Yes — I have a documented plan for potential long-term care expenses.

B. I've explored options but haven't finalized or recently reviewed my plan.

C. I'm aware of the potential costs but haven't established a strategy.

D. No — I haven't considered how I would pay for extended care.

QUESTION 8 OF 10 - FAMILY PROTECTION: Have you reviewed your life insurance coverage and beneficiary designations to ensure your loved ones are financially protected? *

A. Yes — I've reviewed my coverage needs and beneficiary designations, and they reflect my current wishes.

B. I have coverage and beneficiaries listed but haven't reviewed them recently.

C. I'm unsure whether my coverage or beneficiary arrangements are appropriate.

D. No — I haven't evaluated my life insurance needs or beneficiary arrangements.

QUESTION 9 OF 10 - ESTATE & LEGACY PLANNING: Have you established an estate or legacy plan to ensure your assets are distributed according to your wishes? *

A. Yes — I have an established estate plan that has been reviewed and reflects my  current wishes.

B. I have some estate planning documents but haven't reviewed them recently.

C. I've considered estate planning but haven't completed a comprehensive plan.

D. No — I haven't established an estate or legacy plan.

QUESTION 10 OF 10 - FINANCIAL READINESS REVIEW: When was the last time you completed a comprehensive review of your retirement income, healthcare, protection, and legacy plans? *

A. Within the past 12 months — I've reviewed all major areas with qualified professionals.

B. Within the past 1–3 years — I've reviewed some areas but not my entire plan.

C. More than 3 years ago — my financial or healthcare circumstances may have changed.

D. Never — I haven't completed a comprehensive retirement readiness review.