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Money & Happiness Quiz

Money & Happiness Quiz

Will you be (or are you) a happy retiree?

Do you feel like you have a well-defined understanding of your purpose in life?
How many close social connections (people you would call on a very good and/or very bad day) do you have?
How many activities and interests do you absolutely love to pursue?
What is the value of your home?
How many years until you pay off your mortgage?
Are you married?
How much do you financially support your adult children?
How many sources of income do you have in retirement? (Ex. social security, pension, income from investments, rental properties, part-time work, government benefits)
How much time a month do you or did you spend talking about your finances and planning for retirement?
How much do you (or do you plan to) have saved for retirement?
What kind of car do you drive?
How often do you go on group vacations or travel with friends/couples?

IMPORTANT: Information and interactive calculators are made available to you as educational tools for your independent use and are not intended to provide financial planning or investment advice. These tools help you see which factors are most important to consider in making a particular financial decision, and they illustrate the relative impact of each factor on the projected outcome. The projections or other information generated by the Retirement Planner Calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results will vary with each use based on differing assumptions used in the calculator. Even small changes in assumptions can have a substantial impact on the results shown in this report. Investment outcomes in the real world are the results of a near infinite set of variables, few of which can be accurately anticipated. This information does not serve, either directly or indirectly, as legal, financial or tax advice and you should always consult a qualified professional legal, financial and/or tax advisor when making decisions related to your individual situation. Neither Federal nor State income taxes have been factored into the illustration.