Retirement Life Transition Survey

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In each section, select the transitions that you are currently experiencing in retirement and those you are likely to experience in the future. In addition, check transitions in the short to mid-term and long-term columns that you either hope to experience or anticipate with concern. For any transitions that don't apply to you, feel free to leave them blank.

Lifestyle Transitions

1. Change in typical weekly routine
2. Engage in education/inner growth
3. Pursue consulting/encore career
4. Explore a volunteer opportunity
5. Join a social club/community interest group
6. Spend more time with family/friends
7. Pursue new hobby or interest
8. Check something off the bucket list
9. Plan for travel
10. Changes to family/home life
11. Hiring or outsourcing (yard care, house cleaning, personal bookkeeping support, etc.)
12. Other:

Financial Life Transitions

1. Change in income (part-time employment, pension, begin Social Security, etc.)
2. Debt concerns
3. Consider investment opportunity
4. Receive inheritance or financial windfall
5. Sell assets
6. Re-evaluate investment philosophy
7. Experience investment gain
8. Experience investment loss
9. Purchase a home
10. Sell a home
11. Relocate
12. Remodel
13. Purchase/sell a vacation home/timeshare
14. Other


1. Change in marital status (marriage)
2. Change in marital status (divorce)
3. Change in marital status (widowhood)
4. Adopting a child or grandchild
5. Child or grandchild entering adolescence
6. Child or grandchild with special needs (disabilities, medical/dental problems, etc.)
7. Child or grandchild with pre-college expenses (private school, tutor, lessons, etc.)
8. Child or grandchild going to college
9. Child or grandchild getting married
10. Family special event (Bat/Bar Mitzvah, reunion, anniversary party, vacation/trip, etc.)
11. Concern about aging parent
12. Concern about health of family member
13. Family member needs caregiving
14. Concern about personal health
15. Provide for long-term care (self or family member)
16. Disability/hospitalization (self or family member)
17. Death of family member
18. Other

Legacy Life Transitions

1. Increase charitable giving
2. Give special financial gifts to children / grandchildren
3. Give financial support to family member
4. Develop an estate plan
5. Change an estate plan
6. Discuss estate plan with family/executor
7. Develop an end of life plan
8. Discuss end-of-life plan with family/executor
9. Other