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Retirement Readiness Quiz

Please take a moment to complete this 10-question STRIDE Financial Retirement Readiness Quiz. This quiz will take less than three minutes to complete.

STRIDE Financial has created this self assessment for your benefit as we have found this helps our clients measure their retirement preparedness. We will go over the results of this quiz during your next meeting.

Our technical team will keep your answers confidential and will not share any data with any third parties. Thanks for your participation!

STRIDE Financial Retirement Readiness Quiz

10 Questions

Name(Required)
I (or we) have a sustainable withdrawal rate for existing assets during retirement.(Required)
1 Not confident - 10 Extremely Confident
I (or we) am confident my portfolio principal will not be depleted during retirement.(Required)
1 Not confident - 10 Extremely Confident
I (or we) can easily identify my existing distribution strategy in one of these categories "liquidation", "income-oriented" or "dynamic".(Required)
1 Not confident - 10 Extremely Confident
I (or we) will be prepared for stock market volatility during retirement and can anticipate my income will either "stay the same" or "increase."(Required)
1 Not confident - 10 Extremely Confident
I (or we) have adequate long term care insurance coverage for unexpected changes in health.(Required)
1 Not confident - 10 Extremely Confident
If my spouse passes away before me, the income from his or her social security and/or pension will be made up through other revenue sources.(Required)
1 Not confident - 10 Extremely Confident
If my spouse passes away before me, the income from his or her social security and/or pension will be made up through other revenue sources.(Required)
1 Not confident - 10 Extremely Confident
Upon my death, I (or we) have structured cash flow and potential wealth transfers to fully optimize tax strategies.(Required)
1 Not confident - 10 Extremely Confident
For changes in inflation, I (or we) have surplus income to safeguard against lowering my standard of living or eroding my principal.(Required)
1 Not confident - 10 Extremely Confident
I (or we) am familiar with fees my current advisor is charging to manage my portfolio (advisory firm fees, trading fees, commissions, expense ratios on mutual funds).(Required)
1 Not confident - 10 Extremely Confident

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STRIDE Financial is a full-service financial firm dedicated to helping those in the Chicago, Illinois area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

Copyright © 2024 STRIDE Financial. All Rights Reserved. STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses - including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services. This presentation is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this presentation may include investment-related information or opinions from its presenters, you should not consider anything you find in this presentation to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This presentation does not intend to provide investment, tax, or legal advice. Investment Advisory services are offered by STRIDE Investments, LLC. Additionally, STRIDE Investments does not represent that any securities, products or services discussed in this presentation are suitable or appropriate for all investors.  A franchise of The Retirement Income Source.
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1925 N Clybourn Avenue, Suite 301 Chicago, IL 60614
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