The Survey

Discover the gaps in your retirement plan and learn how to secure more cash, save money, gain additional benefits, and ensure the right legal documents are in place. Take our FREE survey now and receive your RetireScore, providing insights into your annual cash flow, lifestyle strategies, potential benefits, legal readiness, and your projected retirement year.

Start your journey to a more secure retirement today!

Please tell us a little bit about yourself:

1. What’s your current age?

2. And when (at what age) would you like to retire?

3. If you are already retired, when (in what year) did you retire?

4. What’s the zip code where you currently live?

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Thanks. Now we need a little information about some of the things you may already have in place for retirement.

1. Do you have a will ?

Yes

2. Is it up to date ?

Yes

3. does it represent your current situation and how you want to pass on your assets?

Yes

4. Do you have a trust in place for your loved ones?

Yes

5. Is an advance care directive in place, in case you have health issues?

Yes

6. Do you have a published or saved list of all the things you own, meaning an asset inventory - for example, house(s), car(s), boat, collections, etc.?

Yes

7. Do you own any businesses, or any property that you rent and receive income for?

Yes

8. Is there a power of attorney in place?

Yes

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Now we need some information about your health, to see if you might qualify for additional benefits. Do any of the following situations apply to you?:

1. Diabetes

Yes

2. Heart condition

Yes

3. Cancer

Yes

4. Physical disability

Yes

5. Are you 65 or older?

Yes

6. Do you have any children with special needs?

Yes

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Ok. Now, please indicate the value of assets you currently own:

1. Vehicle1 - purchase price

2. Vehicle1 - current value

3. Vehicle 2 - purchase price

4. Vehicle 2 - current value

5. Vehicle 3 - purchase price

6. Vehicle 3 - current value

7. House - purchase price

8. House - current value

9. Property- purchase price

10. Property- current value

11. Collectibles - purchase price

12. Collectibles - current value

13. Art- purchase price

14. Art- current value

15. Jewelry- purchase price

16. Jewelry- current value

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In order to complete the summary of your retirement score, we need to understand your monthly cash flow - in other words, how much cash is coming in, and how much is going out. First, let’s look at your cash coming in each month:

1. Full-time work

2. Part-time work

3. Gig or contract work

4. Interest from bank accounts or investments

5. Dividends

6. Distributions from Annuities

7. Distributions from Pensions

8. Distributions from Social Security

9. Distributions from IRA

10. Distributions from 401k

11. Distributions from 403B

12. Distributions from Life insurance

13. Selling things you own

14. AFDC / food stamps

15. Unemployment payments

16. Gifts received

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Thanks. And now, let’s look at how much cash goes out each month

1. Rent (if that applies to you) - what is your monthly payment?

2. Mortgage - (if that applies to you) how much do you pay each month?

3. Mortgage - How many months do you have left?

4. Mortgage - Is your payment the same each month, or does the amount vary over time?

5. Mortgage - What is the interest rate?

6. Home insurance (if applicable)

7. Renters’ insurance (if applicable)

8. Homeowners association (HOA) fees

9. Taxes (for example, real estate taxes, or estimated tax payments. This answer should be the annual number for the entire year)

10. Utility costs - Electricity

11. Utility costs - Natural Gas for your home

12. Utility costs -Water

13. Utility costs -Trash

14. Utility costs -Internet

15. Utility costs -Mobile phone

16. Home security

17. Landscaping

18. Pest control

19. Repairs

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Transportation

1. Do you own a car?^*

Yes

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1. how many do you own?

2. Car payment - how much do you have each month?

3. How many months do you have left to pay off the car?

4. How much do you spend on gas each month?

5. How much do you spend on electricity for your car each month?

6. What is the total amount you spend on car insurance annually?

7. Any monthly maintenance costs for your car?

8. Any repair costs during the past year?

9. Monthly bus costs

10. Train / rail / subway monthly costs

11. Scooter monthly costs

12. Rideshare monthly costs

13. If you own a boat, what is it’s current value?

14. If you own an RV, what is it’s current value?

15. If you own a trailer, what is it’s current value?

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1. Monthly bus costs

2. Train / rail / subway monthly costs

3. Scooter monthly costs

4. Rideshare monthly costs

5. If you own a boat, what is it’s current value?

6. If you own an RV, what is it’s current value?

7. If you own a trailer, what is it’s current value?

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Monthly food costs

1. How much do you spend at the grocery store?

2. How much do you spend eating at restaurants?

3. How much do you spend having preparedfood delivered to your home or place of work?

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Other cash you might spend each month, either on yourself or on your family members:

1. Gym memberships

2. Hair care

3. Nail care

4. Cell phone bill

5. Health insurance

6. Medications

7. Long-term care (LTC)

8. Clothing

9. Education

10. Vacation

11. Entertainment

12. Charitable contributions

13. Payback personal loans (including payday loans) - how much do you pay each month?

14. Payback personal loans (including payday loans) - what is the interest rate?

15. Credit card payments - how much do you pay each month?

16. Credit card payments - What is the interest rate?

17. 2nd mortgage - how much do you pay each month?

18. 2nd mortgage - What is the interest rate?

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