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  • Top Terms
    • Bankruptcy
    • Budget
    • Certified Financial Planner (CFP)
    • Fee-Only Financial Advisor
    • Fiduciary Financial Advisor
    • Financial Advisor Cost
    • Financial Advisor Types
    • Financial Advisory Services
    • Financial Literacy
    • Financial Plan
    • How to Find a Financial Advisor
    • Independent Financial Advisor
    • Personal Finance
    • Registered Investment Advisors (RIA)
    • Robo-Advisor
    Top Locations
    • Financial Advisor New York, NY
    • Financial Advisor Chicago, IL
    • Financial Advisor Phoenix, AZ
    • Financial Advisor San Antonio, TX
    • Financial Advisor Dallas, TX
    • Financial Advisor Los Angeles, CA
    • Financial Advisor Houston, TX
    • Financial Advisor Philadelphia, PA
    • Financial Advisor San Diego, CA
    • Financial Advisor San Jose, CA
    All Financial Advisor Locations
  • Top Terms
    • Annual Percentage Rate (APR)
    • Annual Percentage Yield (APY)
    • Anti-Money Laundering (AML)
    • Automated Clearing House
    • Bank Statement
    • Banking Fees
    • Banks vs Credit Unions
    • Central Bank
    • Certificate of Deposit (CD)
    • Credit Report
    • Credit Score
    • FDIC
    • Interest Rate
    • Overdraft Fee
    • Private Banking
    Top Locations
    • Banks And Credit Unions New York, NY
    • Banks And Credit Unions Chicago, IL
    • Banks And Credit Unions Phoenix, AZ
    • Banks And Credit Unions San Antonio, TX
    • Banks And Credit Unions Dallas, TX
    • Banks And Credit Unions Los Angeles, CA
    • Banks And Credit Unions Houston, TX
    • Banks And Credit Unions Philadelphia, PA
    • Banks And Credit Unions San Diego, CA
    • Banks And Credit Unions San Jose, CA
    All Banking Locations
  • Top Terms
    • Beneficiary
    • Escheatment
    • Estate Administration
    • Estate Planning Cost
    • Executor
    • Intestate
    • Per Stirpes vs Per Capita
    • Power of Attorney
    • Prenup vs Postnup Agreements
    • Probate
    • Revocable vs Irrevocable Trust
    • Stepped-Up Basis
    • Trustee
    • Types of Trusts
    • Will
    Top Locations
    • Estate Planning Lawyer New York, NY
    • Estate Planning Lawyer Chicago, IL
    • Estate Planning Lawyer Phoenix, AZ
    • Estate Planning Lawyer San Antonio, TX
    • Estate Planning Lawyer Dallas, TX
    • Estate Planning Lawyer Los Angeles, CA
    • Estate Planning Lawyer Houston, TX
    • Estate Planning Lawyer Philadelphia, PA
    • Estate Planning Lawyer San Diego, CA
    • Estate Planning Lawyer San Jose, CA
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  • Top Terms
    • Annuity
    • Auto Insurance
    • Business Insurance
    • Health Insurance
    • Indexed Universal Life Insurance
    • Insurance Planning
    • Life Expectancy
    • Life Insurance
    • Long-Term Care Insurance
    • Medicaid
    • Medicare
    • Property and Casualty Insurance
    • Term vs Whole Life Insurance
    • Types of Annuities
    • Underwriter
    Top Locations
    • Insurance Broker New York, NY
    • Insurance Broker Chicago, IL
    • Insurance Broker Phoenix, AZ
    • Insurance Broker San Antonio, TX
    • Insurance Broker Dallas, TX
    • Insurance Broker Los Angeles, CA
    • Insurance Broker Houston, TX
    • Insurance Broker Philadelphia, PA
    • Insurance Broker San Diego, CA
    • Insurance Broker San Jose, CA
    All Insurance Broker Locations
  • Top Terms
    • Applicable Federal Rate
    • Appraisal Costs
    • Collateral
    • FHA Loan
    • Fannie Mae
    • Freddie Mac
    • Home Equity Line of Credit
    • Line of Credit
    • Line of Credit Interest Rates
    • Loan to Value Ratio
    • Mortgage Approval
    • Mortgage and Lending Terms
    • Underwriting Process
    • Unsecured Loan
    • Warranty Deed
    Top Locations
    • Mortgage Broker New York, NY
    • Mortgage Broker Chicago, IL
    • Mortgage Broker Phoenix, AZ
    • Mortgage Broker San Antonio, TX
    • Mortgage Broker Dallas, TX
    • Mortgage Broker Los Angeles, CA
    • Mortgage Broker Houston, TX
    • Mortgage Broker Philadelphia, PA
    • Mortgage Broker San Diego, CA
    • Mortgage Broker San Jose, CA
    All Mortgage Broker Locations
  • Top Terms
    • 401(k)
    • Catch-up Contributions
    • Contribution Limits
    • Defined-Benefit Plans
    • Defined-Contribution Plans
    • Financial Planning for Retirement
    • Individual Retirement Account (IRA)
    • Pensions
    • Profit Sharing Plan
    • Qualified Retirement Plans
    • Required Minimum Distribution
    • Retirement Advisor
    • Retirement Income Planning
    • Roth IRA
    • Social Security
    Top Locations
    • Retirement Planning New York, NY
    • Retirement Planning Chicago, IL
    • Retirement Planning Phoenix, AZ
    • Retirement Planning San Antonio, TX
    • Retirement Planning Dallas, TX
    • Retirement Planning Los Angeles, CA
    • Retirement Planning Houston, TX
    • Retirement Planning Philadelphia, PA
    • Retirement Planning San Diego, CA
    • Retirement Planning San Jose, CA
    All Retirement Locations
  • Top Terms
    • 1035 Exchange
    • 501(c)(3) Organizations
    • Business Entity
    • Capital Gains Tax
    • Estate Tax
    • Gift Tax
    • Gross Annual Income
    • Individual Federal Income Taxes
    • Internal Revenue Service (IRS)
    • Tax Brackets
    • Tax Consultants
    • Tax Planning
    • Tax Risk Management
    • Taxes
    • Wash-Sale Rule
    Top Locations
    • Tax Services New York, NY
    • Tax Services Chicago, IL
    • Tax Services Phoenix, AZ
    • Tax Services San Antonio, TX
    • Tax Services Dallas, TX
    • Tax Services Los Angeles, CA
    • Tax Services Houston, TX
    • Tax Services Philadelphia, PA
    • Tax Services San Diego, CA
    • Tax Services San Jose, CA
    All Tax Services Locations
  • Top Terms
    • Asset Allocation
    • Asset Management
    • Assets Under Management
    • Bonds
    • Cryptocurrency
    • Diversification
    • Exchange Traded Fund (ETF)
    • Financial Ratios
    • Investment Advisory
    • Investment Management
    • Investment Risk
    • Investments
    • Mutual Fund
    • Stocks
    • Valuation
    Top Locations
    • Wealth Management New York, NY
    • Wealth Management Chicago, IL
    • Wealth Management Phoenix, AZ
    • Wealth Management San Antonio, TX
    • Wealth Management Dallas, TX
    • Wealth Management Los Angeles, CA
    • Wealth Management Houston, TX
    • Wealth Management Philadelphia, PA
    • Wealth Management San Diego, CA
    • Wealth Management Jose, CA
    All Wealth Management Locations

Part 1: Tell Us More About Yourself

What is your age?

Part 1: Tell Us More About Yourself

Are you married?

Part 1: Tell Us More About Yourself

Do you have any children under 18?

Part 1: Tell Us More About Yourself

Do you own a business?

Part 1: Tell Us More About Yourself

Which activity is most important to you during retirement?

Part 2: Your Current Nest Egg

Do you own your home?

Part 2: Your Current Nest Egg

What is the approximate value of your cash savings and other investments?

Pro tip: A portfolio often becomes more complicated when it has more investable assets. Please answer this question to help us connect you with the right professional.

Part 3: Confidence Going Into Retirement

How comfortable are you with investing?

Part 3: Confidence Going Into Retirement

How confident are you in your long term financial plan?

Part 3: Confidence Going Into Retirement

What is your risk tolerance?

Part 3: Confidence Going Into Retirement

How much are you saving for retirement each month?

Part 3: Confidence Going Into Retirement

How much will you need each month during retirement?

Part 4: Getting Your Retirement Ready

What is your current financial priority?

Part 4: Getting Your Retirement Ready

Do you already work with a financial advisor?

Part 4: Getting Your Retirement Ready

Which of these is most important for your financial advisor to have?

Part 4: Getting Your Retirement Ready

Would you prefer to work with a financial professional remotely or in-person?

Part 4: Getting Your Retirement Ready

What's your zip code?

Part 4: Getting Your Retirement Ready

Where should we send your answer?

Submit to get your retirement-readiness report.

A financial professional will be in touch to help you shortly.

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Thank you for completing our retirement quiz!

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