Will you be (or are you) a happy retiree? Your Email Address(Required) State(Required)StateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificDo you feel like you have a well-defined understanding of your purpose in life? No – I’m just going with the flow Slightly – I have things to do Yes – I have a purpose Very – I have a drive Extremely – I have a calling How many close social connections (people you would call on a very good and/or very bad day) do you have? 0 1 2 3 4+ How many activities and interests do you absolutely love to pursue? 0 – I have too many things that I have to do, so I don’t have activities and interests that I love to do 1 – I love my activity/interest and spend all my time focusing on it 2 – I split my time between an activity and an interest that I love 3 – Between volunteering, traveling, and golf I keep busy doing things I love 4+ – I spend most of my time on activities and interests that I love What is the value of your home? $0 - $350,000 $350,001 - $550,000 $550,001 - $750,000 $750,001 - $1,000,000 $1,000,000 + How many years until you pay off your mortgage? 0 – 5 years 6 – 10 years 10 – 15 years 15+ years Are you married? Yes - Happily married Yes - Somewhat happily married Divorced once Divorced more than once Not married Widowed How much do you financially support your adult children? I do not have any children No – My kids are completely independent Yes – I’m helping support my kid(s) Yes – I’m helping support my kid(s) in a significant way ie. paying for more than just birthday and Christmas gifts How many sources of income do you have in retirement? (Ex. social security, pension, income from investments, rental properties, part-time work, government benefits) 0 1 2 3 4+ How much time a month do you or did you spend talking about your finances and planning for retirement? 0 1 - 2 hours 3 – 4 hours 5+ hours How much do you (or do you plan to) have saved for retirement? Less than $250,000 $250,001 - $350,000 $350,001 - $500,000 $500,001 - $750,000 $750,001 - $1,000,000 $1,000,001 + What kind of car do you drive? European Manufactured US Manufactured Asian Manufactured How often do you go on group vacations or travel with friends/couples? 0 - It’s usually just me, or me and my spouse that travel together 1 - I try to go on a group trip or couples trip at least once a year 2 - I try to go on at least two group or couples oriented trip per year 3+ - I love traveling with friends, and try to go on multiple group or couples trips every year