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The Retirement Blind Spot Quiz

8 assumptions that quietly shape your retirement plan. How many are working against you?

How it works: Below are 8 common beliefs about retirement. For each one, select whether you Agree or Disagree. There are no trick questions -- just honest assumptions worth testing.
Statement 1 of 8
"I will spend less money in retirement than I do now."
Statement 2 of 8
"Medicare will cover most of my healthcare costs."
Statement 3 of 8
"I can rely on Social Security to be my primary income source."
Statement 4 of 8
"My financial advisor has already accounted for inflation in my plan."
Statement 5 of 8
"I do not need to worry about taxes in retirement because my income will be lower."
Statement 6 of 8
"If the market drops, I can just wait for it to recover."
Statement 7 of 8
"I have plenty of time to figure out my retirement income plan."
Statement 8 of 8
"My spouse and I will always have the same financial needs."
Please answer all 8 statements before viewing your results.
Your Result
0
correct out of 8

Your Next Steps

1
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2
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3
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4
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5
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