What does your dream retirement look like?

Give yourself a moment to fantasize about your retirement… What would you most love to do? Got an image in your mind? Now it’s time to share! First, some quick questions about you. Then, on to your retirement dreams!

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* 1. Are you male or female?

Female

Male

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* 2. How old are you?

Under 35

35-40

40-45

45-50

50-55

55-60

60-65

65-70

over 70

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* 3. Are you married?

Yes

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* 4. Do you have kids?

Yes

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* 5. Are you currently retired?

Yes

I'm semi-retired

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* 6. When you dream about retirement, where do you picture yourself living?

Near water (beach, lake)

In a big city

Out in the country

In the suburbs

In the mountains

In the desert

Other (please specify)

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* 7. How important is it to you to be near your children or grandchildren?

Very. I already live near them

Very. I plan to move to be closer to them

Only a little bit. If we all end up together, then that’s great. But I don’t plan to change anything to make it happen

Not at all. We do our own thing

I don’t have kids or grandkids

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* 8. In retirement, do you imagine staying in the home you live in now?

Yes. I hope to be here until I die.

If I can, but it’s not a priority for me

No. we plan to downsize

No, we plan to move

If you plan to move, why? (please specify))

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* 9. In retirement, do you imagine yourself having a second home?

Yes

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* 10. I have always dreamed of traveling the world when I retire.

True

False

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* 11. I would like to live abroad when I retire.

True

False

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* 12. I imagine myself working full time at a paid job after I retire from the career I have now.

True

False

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* 13. I imagine myself working part-time or freelance after I retire from the career I have now.

True

False

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* 14. I plan to go back to school when I retire.

True

False

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* 15. When I think about retirement, my biggest money worry is:

Saving enough so I can stop working

Outliving my money

Affording health care

Other (please specify)

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* 16. When I think about retirement, my biggest emotional worry is:

Losing loved ones

Winding up alone

Retaining my independence

Being bored / filling my time

Other (please specify)

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* 17. Do you have a clear idea of what you would like your retirement to be like?

Yes, I have thought about it a lot and I am saving for a specific scenario

I’ve thought about it a bit, but am a long way from having a plan

No, it seems so far off it’s really hard to imagine what I will want to do

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* 18. If you have a spouse or partner, do the two of you talk about retirement?

Yes, often

Sometimes

No, not really

I don’t have a partner

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* 19. Do you and your partner, if you have one, agree about what you would like your retirement to be like?

Yes, we have the same vision of retirement

Sort of. I imagine retirement will be a compromise

No. we like to do different things, so we will have to figure that out

I don’t have a partner

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* 20. Have you calculated how much money you will need for retirement?

Yes, I know how much money I need and how much longer I need to work to get there

Not really, but I have a financial adviser who has figured it out and has me on a schedule

No, I just save as much as I can. I will figure it out eventually

No, and I know I should be saving more

No, saving isn’t in the cards for me right now

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* 21. Do you have a financial adviser?

Yes

No, but I used to