Are you ready to retire? Step 1 of 4 0% Name* First Email* Do you have a retirement budget?*YesNoHave you made an estimate for life expectancy?*YesNoHave you stress tested your investment portfolio?*YesNo Do you have a written financial plan?*YesNoHave you analyzed social security and the best claiming strategy for your needs?*YesNoHave your diversified your money across time based on when you will need the money?*YesNo Do you have a written retirement cash-flow plan?*YesNoDo you understand the long term tax implications of the money inside your 401k and IRA accounts?*YesNoHave you considered long term care risks?*YesNo Can you answer the question - What is the purpose of your money?*YesNoWill you have adequate health insurance coverage?*YesNoAre your estate documents in good order?*YesNoWould you be interested in a meeting to go over your answers and see where you could improve your score?*YesNo This iframe contains the logic required to handle Ajax powered Gravity Forms.