Are you ready to Live More in retirement?

Foundation

I have a clear vision and a written plan for retirement

I'm still figuring out what retirement could look like

Very confident — I have a reliable income strategy

Somewhat confident — I have estimates but not a formal strategy

Not confident — I'm unsure if I'll have enough income

Very prepared — I have a strategy designed for volatility

Somewhat prepared — but market swings still concern me

Not prepared — downturns would cause me significant worry

Yes — I have a proactive tax strategy in place

Somewhat — I've discussed it, but nothing formal

No — I haven't addressed retirement tax planning

Very confident — my strategy is designed for both growth and income and is reviewed regularly 

Somewhat confident — but I haven't reviewed it recently

Yes — I've planned for health care and future care needs

Somewhat — I have Medicare or insurance but not a long-term care strategy

No — I haven't planned for health care expenses in retirement

Yes — my documents and beneficiaries are current

I feel very confident enjoying my retirement without constant worry

Somewhat — I still worry about spending too much or not having enough

Not at all — I'm worried about my long-term financial security