Retirement Spring Cleaning Checklist Quiz

Take Our Retirement Readiness Quiz

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Services
Who We Are
Media
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Resources
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Clients
Contact

Is Your Retirement Plan Due for a Spring Cleaning?

How confident are you in your current retirement income plan and withdrawal strategy?(Required)

I have a detailed plan and regularly review it

I have a general idea but haven’t checked in recently

I’m not sure where to start

When was the last time you reviewed or rebalanced your investment portfolio?(Required)

Within the last 6 months

Over a year ago

I don’t remember ever doing that

Are your estate planning documents and beneficiary designations up to date?(Required)

Yes, I reviewed them recently

I think they’re okay, but it’s been a while

I’m not sure where those documents even are

Do you have old or unused financial accounts that could be consolidated?(Required)

No, everything is streamlined

Yes, but I haven’t gotten around to it

I have multiple accounts and it feels overwhelming

How closely do you track your retirement spending and cash flow?(Required)

I monitor it regularly and have a clear budget

I have a loose idea but no formal tracking

I’m not really tracking it at all

Name(Required)

First Last

Email(Required)

I would like to learn more about? (please check all that apply):(Required)

Income Planning

Investment Planning

Tax Planning

Life & Estate Planning

Health Care Planning

Please indicate your approximate asset size (Excluding Real Estate):(Required)

$250k - $500k

$501k - $1.5m

$1.6m - $3m

$3m+

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