Retirement Challenge Quiz Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Are you Ready to Retire? Short Retirement Challenge Quiz - Step 1 of 28How confident are you in your long term financial plan? Did you know that people who work with a financial advisor feel more at ease about their finances...and end up with about 15% more money to spend in retirement on average Very confident Not confidentSomewhat confidentOtherNextWhen would you like to retire?1-4 years5-9 years10-19 years20-29 years30+ yearsAlready RetiredNextHow do you currently manage your money? I manage my own investmentsI use retirement plans (such as a 401(k), Roth IRA, IRA)I use a robo-advisor I work with a financial advisorSomething ElseNextWhich word most accurately describes your vision of retirement?EnjoymentFreedomLeisureBoredomSomething ElseNextWhat activity is most important to you in retirement?Spending time with family and friendsTravelingPursuing hobbiesWorking part-timeSomething elseNextWhere do you expect the majority of your retirement income to come from?Savings and investmentsReal Estate IncomeEmployer (Pensions)GovernmentOtherNextHow would you characterize your overall health?PerfectGoodFairPoorNextHow comfortable are you with investing?Very comfortableSomewhat comfortableNot comfortable at allNextAre you Married?YesNoPartnershipNextAre you saving jointly or separately?JointlySeparatelyOtherNextDo you own your home? YesNoNextHave you refinanced your home recently to take advantage of low interest rates?YesNoNextDo you currently have children under 18?NoYes, 1Yes, 2Yes, 3 or moreNextWould you like help creating a college saving program for them?YesNoNextDo you own a business?YesNoNextWould you like advice on how to better protect your business and save money on insurance costs?YesNoNextDo you have a 401k, 403B or Pension? YesNoNextDo you have an IRA?YesNoNextDo you have an emergency fund?YesNoNextWhich of these is most important for your financial advisor to have?Insurance Product ExperienceRetirement Planning ExperienceEstate Planning ExperienceFinancial Planning ExperienceNone of theseNextDo you currently have a Financial Advisor?YesNoNextDo you currently have an Insurance Advisor?YesNoNextWhat type of investing is most important to you?Total ReturnTop Return adjusted for my own Risk ToleranceSocially Responsible InvestingGuaranteed InvestmentsSomething ElseNextDo you need your financial advisor to be in your immediate area?No, I'm comfortable working online (Zoom, Conference Calls, Exc.)YesNextPlease Estimate your household incomeLess than $40,000$40,000- $74,999$75,000-$99,999$100,000-$149,999$150,000-$249,999Over $250,000NextPlease estimate your total investable assets.Less than $25,000$25,000- $99,999$100,000-$249,999$250,000-$999,999$1,000,000-$4,999,999Over $5,000,000NextPlease estimate your savings monthlyLess than $100$100-$249$250-499$500-$999$1,000-$2500Over $2500NextPhoneEmail *Name *FirstLastSubmit Skip the survey & Start Your Immediate Financial Plan-Less than 2 minutes our software gives you a plan Advisory services offered through Karstens Wealth. Karstens Wealth LLC and Karstens Financial LLC are independently operated.