Take Our Retirement Readiness Quiz Today!

Step 1 of 16

1. Do you know how many years of living expenses you have saved for retirement, factoring in taxes, inflation, healthcare, and long-term care expenses?(Required)

Yes

2. Do you have a clear understanding of your expected monthly expenses in retirement?(Required)

Somewhat, I have a general idea

No, I'm unsure

Not really, I haven't looked into it deeply

Yes, I've detailed projections and budgets

3. How do you plan to cover healthcare expenses in retirement?(Required)

I have basic insurance but no additional savings

I'll rely on Medicare/Medicaid or equivalent and some savings

I haven't planned for this

I have comprehensive health insurance and additional savings

4. If the market were to drop significantly, how would your retirement plans be affected?(Required)

I'm not sure

Significantly, it would delay or alter my retirement

Somewhat, I'd need to adjust my plans slightly

Not much, my investments are diversified and low-risk

5. Do you have a plan for long-term care, should you need it?(Required)

Yes, I have long-term care insurance or a dedicated fund

I have some savings set aside for it

I haven't thought about it

No, but I'm considering options

6. How often do you review your retirement financial plan with a professional?(Required)

Every few years

I've never reviewed it with a professional

Annually or more frequently

Rarely, only when I feel it's necessary

7. How do you envision your lifestyle in retirement?(Required)

Modest with occasional splurges

I'm not sure

Comfortable with regular travels and leisure activities

Frugal, focusing on essential expenses

8. Please share the approximate level of assets in your portfolio.(Required)

You're almost finished! To finish building your report, please tell us the level of assets in your portfolio so that this information is relevant to you? Please select the closest answer.

$1,000,000+

$500,000-$1,000,000

$250,000-$500,000

$100,000-$200,000

Would you like to review your results with a financial professional?(Required)

You're almost finished! To finish building your report, please tell us the level of assets in your portfolio so that this information is relevant to you? Please select the closest answer.

Yes

How would you like to schedule your call?(Required)

Book online

Request a call

I want to call now

What time works best for you?(Required)

Morning

Afternoon

Evening

Please call us at 913.685.9422

I called and am ready to continue.(Required)

Yes

I've scheduled my appointment and am ready to continue.(Required)

Yes

Thanks for taking our quiz - what's your name?(Required)

First Last

Okay, now where can we send the report?(Required)

Please enter your best email address.

Please Share Your Phone Number(Required)

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RSG Investments, LLC, a state registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training.Insurance products and services are offered and sold through Retirement Solutions Group, Inc.RSG Investments, LLC and Retirement Solutions Group, Inc. are affiliated but separate entities.Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.