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Financial Planning Score – Empty Nesters

Welcome to your Financial Planning Score! Fill out the quiz as honestly as you can. The objective is to give you an idea of where you are, not to pretend to be somewhere you're not (yet).

We WILL give you your score at the end, no email or sign-up required. If you'd like to get some personalized suggestions of how to increase your score, you can put your name and email at the end (we'll also get a copy of your score so we can personalize the suggestions for you). We will not sell or give your email to anyone else.

 

Rate on Scale of 1-5: We know where all our income goes each month.

Rate on Scale of 1-5: We feel in control of our income and expenses.

Rate on Scale of 1-5: We know where everything is and what it's worth.

Rate on Scale of 1-5: We completely understand investing.

Rate on Scale of 1-5: We have an Investing Plan and follow the plan.

We have approximately the following percentage of Stocks to Fixed Income (bonds, cash, etc):

When the Market Crashed in 2020, before it returned we:

Rate on Scale of 1-5: How confident are you that you will pay the least amount of taxes over your LIFETIME?

Who files your taxes?

Do you have a Will?

Do you have a Power of Attorney?

Do you have a Trust?

Are all your Beneficiaries current and correct?

Our life insurance situation is:

Our Long-Term Care Situation is:

Rate on Scale of 1-5: We understand our current health insurance completely.

Rate on Scale of 1-5: We are confident we are fully covered and are getting the most value for our Home & Auto insurance.

Rate on Scale of 1-5: We are fully on track to retiring when we want to.

Rate on Scale of 1-5: We have a plan in place to stay/get on track.

How much do you want to want to learn about finances?

These questions do not affect score.

How much time can you devote to learning about and working on your finances?

Again, answer has no affect on your score. Answer honestly so we can tailor our tips to you specifically.

Are you a Delegator or a DIYer?

No effect on score.

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Client Corner

Client Corner is a monthly article written by legendary financial advisor Nick Murray as part of his $350/yr Financial Advisor Newsletter. We are licensed to email those out each month, but we are unable to post them online. Check your email at the beginning of each month for the latest. You can request past Client Corner articles below.

Our Free Gift to you.

Also available on Amazon (but not for free).

*Privacy Policy: We hate spam. We will not provide your information to anyone else or bother you.

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  • About
  • Podcast
  • Workshops
    • Investing Before And After Retirement
    • Maximizing Social Security
    • Reducing Taxes in Retirement
    • Estate Planning Essentials
    • Workshop Recordings
  • RetireMembership
    • Join RetireMembership
    • RetireMembership Access
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