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Survey Questions - Pre-Retirement
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1.
How many years until you plan to retire? (select one)
(Required.)
0-3 years
4-9 years
10+ years
I would prefer not to answer this question
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2.
What are your two biggest non-financial fears heading into retirement? (select two)
(Required.)
Staying connected to family and friends
Staying relevant, up-to-date, or savvy
Losing a loved one
Loss of purpose or direction
Deterioration of physical health
Deterioration of mental health
Life-altering medical diagnosis
Managing my time
Stress or constraints associated with a caregiving role
Change in relationship status
Other
I would prefer not to answer this question
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3.
Once I am retired, I expect my daily social interactions to: (select one)
(Required.)
Decrease by 0-25%
Decrease by 26-50%
Decrease by 51-75%
Decrease by 75% +
Increase by 0-25%
Increase by 26-50%
Increase by 51-75%
Increase by 75% +
I would prefer not to answer this question
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4.
Adjusting to life in retirement will be easy (select one)
(Required.)
Agree
Disagree
I would prefer not to answer this question
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5.
Adjusting to life in retirement won’t take me long (select one)
(Required.)
Agree
Disagree
I would prefer not to answer this question
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6.
I believe having specific written plans and goals for everyday life in retirement would be helpful (select one)
(Required.)
Agree
Disagree
I would prefer not to answer this question
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7.
If I could trade all of my retirement savings in for one thing, it would be? (select one)
(Required.)
Physical health
Mental health / cognition
Marriage / Partnership
Family relationship(s)
Closer friendship(s)
Time with a lost loved one
A specific experience
Wisdom
Stronger purpose, passion, or spirituality
To be needed more
To be loved more
To be appreciated more
Nothing
I wouldn’t trade my financial security
I would prefer not to answer this question
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8.
Financial professionals should be helping me plan for the non-financial aspects of life in retirement? (select one)
(Required.)
Agree
Disagree
I would prefer not to answer this question
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9.
Human Resource professionals should be helping me to plan for the non-financial aspects of life in retirement? (select one)
(Required.)
Agree
Disagree
I would prefer not to answer this question
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10.
I anticipate, the so-called “honeymoon phase” of my retirement to last? (select one)
(Required.)
Less than one month
One month
Three months
Six months
Nine months
Twelve months
Over one year
I would prefer not to answer this question
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11.
Which additional retirement related services you would like to have had access to (select all that apply):
(Required.)
Exercise routine / classes
Nutrition / weight management
Retirement coaching
Navigating everyday life with a spouse / partner
Improving my social network
Improving my spiritual life
Encore career guidance
Starting a business
Part-time, seasonal, or gig work
Finding the right volunteer opportunity
Finding or refining my purpose
Going back to school
Career change
Options for phased retirement
Caregiving resources and/or tools
Charitable giving
I would prefer not to answer this question
Current Progress,
0 of 11 answered