A confident retirement starts with planning in five key areas.
Most people plan around their cash flow and investments but overlook the other three areas, leading to uncertainty and risk during retirement.
Once you cover all five, your path becomes much clearer. That's why we created this assessment: to tell you if you're on the right track.
This quiz was created by a CFP with over 20 years of experience who has helped 80% of his clients retire before age 65.
How it works
Answer 10 questions to see whether you're on track to retire in the next few years.
Retiring by 65 used to be the norm, but now only 33% of Americans think they will retire by then.
And if you do retire by 65, how do you know how big your nest egg should be? Will you follow the 4% withdrawal rule, or does it still apply with the increased cost of living? What happens if market volatility shakes things up and your accounts take a hit in the first few years after you stop working?
That's why comprehensive retirement planning is so important. Our 10 question quiz covers the five key areas of retirement success and measures whether you've engaged in sufficient planning to retire by 65.