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Are You Prepared
Life Transitions
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Retirement Planning Readiness Quiz
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Transitions Survey
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Client Center Home
Forms
Are You Prepared
Life Transitions
Present Financial Life
Retirement Planning Readiness Quiz
Retirement Planning Survey
Retirement Vision
Transitions Survey
WealthBuilder Meeting Prep
Return to mgfs.net
Retirement Planning Survey
About You
Name
(Required)
First
Last
Email
(Required)
Please rank each item below from 1 - 5 (1 - greatest concern to 5 - least concern).
Pre and Post Retirement Planning
Stressing about getting started and the planning process
1
2
3
4
5
Having enough to do in retirement
1
2
3
4
5
Maintaining a comfortable lifestyle
1
2
3
4
5
Deciding where to live after or later in retirement
1
2
3
4
5
Creating and maintaining a realistic budget
1
2
3
4
5
Incurring large unanticipated future expenses
1
2
3
4
5
Holding sufficient cash reserves
1
2
3
4
5
Needing or wanting to work but unable
1
2
3
4
5
Preserving a lifetime of financial independence
1
2
3
4
5
Wanting to not burden family later in life
1
2
3
4
5
Knowing when to claim Social Security
1
2
3
4
5
Other (Describe below)
1
2
3
4
5
Additional notes or thoughts for this section
Economic and Market Concerns
Going through a severe market downturn during retirement
1
2
3
4
5
Worrying about the overall direction of the economy
1
2
3
4
5
Taking distributions during high market volatility
1
2
3
4
5
Dealing with income and assets that cannot keep pace with rising costs (inflation)
1
2
3
4
5
Encountering poor government policy decisions that negatively impact your plan
1
2
3
4
5
Growing concerns about Social Security or other entitlement sustainability
1
2
3
4
5
Other (Describe below)
1
2
3
4
5
Additional notes or thoughts for this section
Other Retirement Risks
Outliving your money
1
2
3
4
5
Experiencing negative returns early in retirement (sequence of returns risk)
1
2
3
4
5
Increasing income and other tax rates (i.e., property, sales, gas, etc.)
1
2
3
4
5
Owning assets that cannot easily be converted into cash
1
2
3
4
5
Providing adequate income for a surviving spouse
1
2
3
4
5
Preparing for potential future long term care needs and expenses
1
2
3
4
5
Facing rising health care and prescription drug costs
1
2
3
4
5
Overspending and potential long-term consequences
1
2
3
4
5
Other (Describe below)
1
2
3
4
5
Additional notes or thoughts for this section
Legacy Planning
Passing sufficient assets to your loved ones
1
2
3
4
5
Providing for someone specific prior to or following death
1
2
3
4
5
Leaving your home to your children
1
2
3
4
5
Keeping your estate plans up to date
1
2
3
4
5
Designing a gifting program for your favorite charities, education...
1
2
3
4
5
Making a positive impact on everyone around you
1
2
3
4
5
Having a sense of purpose in retirement
1
2
3
4
5
Ensuring that your values, stories, life lessons and family traditions are passed on to others
1
2
3
4
5
Other (Describe below)
1
2
3
4
5
Additional notes or thoughts for this section
Name of Advisor
Barry
Tom
Adam
Other
Please note the advisor you are currently working with MGFS.
Phone
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