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Risk Management: How prepared is your portfolio for a market downturn?
I haven’t thought about what a big market drop would do to my savings.
I know a downturn would hurt, but I’d probably recover over time.
I’ve already adjusted my investments,so a downturn won’t derail me.
Optimization of Income: How clearly do you know the income you’ll need in retirement?
I’m not sure what I’ll need or where it will come from.
I have a ballpark number, but no detailed plan.
I’ve calculated my income needs and know exactly how I’ll fund it.
Unexpected Expenses: If something happened to you tomorrow, how prepared would your dependents be?
They’d be financially lost without me.
They’d manage for a little while, but eventually struggle.
They’d be more financially secure because I’ve planned ahead.
Tax Efficiency: How well do you understand the taxes you’ll pay on retirement accounts?
I have no clue how retirement withdrawals are taxed.
I know the basics, but I’m not sure how it affects me.
I fully understand and have strategies in place to help minimize taxes.
Estate Planning: How prepared are you with wills, directives, and estate plans?
I don’t have anything written down.
I’ve started, but my plan is incomplete or outdated.
I have a complete and current estate plan in place.
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