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Risk Management: How would a market swing affect your lifestyle right now?
It could force me to delay or change my plans.
I might need to tighten my budget for a while.
It wouldn’t change my retirement lifestyle.
Optimization of Income: How certain are you about your retirement income sources?
I don’t really know where the money will consistently come from.
I know the main sources, but I haven’t planned how to use them.
I’ve mapped out all income streams and how they work together.
Unexpected Expenses: How prepared areyou for long-term care costs?
I haven’t planned for them.
I’ve thought about them, but I haven’t secured coverage.
I have protection and funding strategies in place.
Tax Efficiency: How well do you understand taxes on your withdrawals and RMDs?
I don’t understand them at all.
I have a general idea, but not a detailed strategy.
I fully understand and have a tax-efficient plan.
Estate Planning: How prepared is your estate plan?
I don’t have one.
I’ve started, but it’s incomplete.
I have a complete, updatedplan in place.
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