Retirement Readiness Assessment

Take this 1 minute survey to quickly evaluate your risks that may derail your retirement plan.


Health
  • Are you actively addressing these healthy habits to prevent medical crisis: eating right, exercising, and socializing?
  • Have you sought out and engaged the services of a geriatric medical professional?
  • Have you augmented your health team with professionals who can provide preventative care, such as nutritionists, dieticians, private/concierge physicians, and others?
Housing
  • Have you selected your age-friendly forever home that meets the standards of Universal Design and is in an age friendly neighborhood?
  • Have you explored all private residence options, such as aging in your current home, or moving to an age-friendly home, living with loved ones, or moving to a lifestyle community?
  • Have you considered retirement community options that will prevent you from having to move when you require assistance, such as Independent Living, Assisted Living, or a CCRC (Continuing Care Retirement Community) or Life Plan Communities?
Financial
  • Have you worked with a Financial Planner to develop a plan to fund your retirement years?
  • Does your financial plan include provisions to cover the cost of long-term care in a way that does not jeopardize your financial security?
  • Have you identified a team of professionals to help your family (or other fiduciaries) manage your affairs when you are no longer able to do so? A financial planner, an accountant to handle your taxes, a bill pay system, and a property manager are just a few examples.
Legal
  • Are your assets protected against uncovered long-term care costs and unexpected estate taxes?
  • If you have been married more than once or you have children from multiple relationships, does your estate plan contain provisions to make sure that your assets go where you want them to go?
  • Do those who will be managing your affairs when you are no longer able to know what your wishes are and how they are supposed to carry them out?
Family
  • If your health fails, have you identified how you will get the care you need without requiring family members to serve as your unpaid caregivers?
  • If you were incapacitated tomorrow, would your family members know where to find the information they would need to manage your affairs (such as bank accounts, passwords, contact information, etc.)?
  • If you have created a plan for your retirement, have you shared it with your family or others who need to know about it?

Your retirement plan could use attention in the following categories

The AgingOptions Academy can guide you through these areas.

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Your retirement plan is off to a good start

Health
Housing
Legal

The AgingOptions Academy can guide you through these areas.

Learn More