Quiz Homepage - TruNorth Advisors

Step 1 of 16

First, let's figure out where to send your results.

Name*

First Last

Email*

Phone*

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Which best describes you?*

Currently retired

Planning for retirement

How far away are you from retirement?*

Less than 1 year

1-2 years

More than 2 years

I don't know and I need help

What's your current age?*

Less than 50

50-55 years

56-60 years

61-65 years

66-70 years

71-75 years

76+

What's your marital status?*

Married

Single

Divorced

Widow/Widower

Excluding real estate, what are your current investment portfolio assets?*

Less than $100K

$101K - $250K

$250K - $500K

$500K - $1M

$1M - $3M

More than $3M

Is your Investment Portfolio synced with the changes happening in the Global Market Cycle right now?*

Yes

I'm not sure

Is your Investment Portfolio structured to transition from the "accumulation phase" to the "distribution phase” of your retirement?*

Yes

I don't think so

Do you have a Written Income Plan which ensures you won't outlive your income in retirement (and does your plan factor the projected rising cost of living)?*

Yes

No I have not created one yet

Are you currently utilizing Tax Free Income in your retirement plan?*

Yes

I’m not sure if I’m fully taking advantage…

Does your current IRA/401k withdrawal strategy minimize your expected tax burden?*

Yes

I’m not sure if it does

In terms of Social Security... Of the 100+ ways to claim Social Security right now for many people, have you calculated which is best for your situation?*

Yes

No I haven’t done this yet

With higher Medicare Part B premiums increasing with higher income levels, have you reviewed your medical coverage plans to potentially account for this?*

Yes

No I haven’t

Do you have a plan in place to pay for Long Term Care in retirement?*

Yes

No I do not

Are all of your estate planning documents (Including your Will, Trust, Healthcare Proxy, and Power of Attorney) organized in a secure “Digital Vault”?*

Yes

No, I don’t have this setup...

Last Question... If you had to pick one, which of the following represents your single biggest concern about your retirement right now:*

Running out of Money

Not Having a Paycheck Any Longer

Suffering Investment Losses

Cost of Health Care or Long-Term Care

Current or Future Health Issues

What’s Your #1 Retirement Mistake?

First, let's figure out where to send your results.