Retirement Financial Satisfaction Survey

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Directions: The statements below will help you think about and assess how satisfied you are with many aspects of your financial life in retirement. Select and record your level of satisfaction for each statement.

I am satisfied...

1. ...with my ability to meet my financial obligations.*
2. …with the retirement income I currently receive.*
3. ...with my spending habits.*
4. ...with the level of debt I carry.*
5. ...with the “extras” that I am able to buy for myself and/or loved ones.*
6. …with the level and quality of insurance protection I currently have (i.e., umbrella/auto/home/etc.).*
7. ...with the amount of money that I save and invest on a regular basis.*
8. ...with my current investment choices.*
9. …that my retirement nest egg is sufficient to support me throughout my life.*
10. …with the health insurance coverage I have in retirement.*
11. ...with my style of personal bookkeeping and financial record management.*
12. ...with my ability to provide financial help to family members.*
13. ...with my estate plan.*
14. ...with my level of charitable giving.*
15. ...with the level of financial education I have attained.*
16. ...with how I respond emotionally to my personal finance issues.*
17. ...with my ability to communicate about my financial matters.*
18. ...with the feelings I have about my money life.*
19. ...that financial issues do not cause stress or strain in the relationships that are important to me.*
20. ...with the working relationships I have with my financial service providers (i.e., insurance agent, banker, broker, financial planner, accountant).