Skip to content

retirement on track quiz

Retirement on track quiz form last

Are you on track for retirement?

Discover if your retirement is on track with this quick quiz from Diversified:

How do you imagine spending your time in retirement?
How do you feel about your current retirement plan?
How many sources of income do you have planned for retirement? Sources of income may include Social Security, IRAs, 401(k)s, pensions, annuities, etc.
Are you regularly saving for retirement?
How prepared do you feel for retirement?
Have you considered estate planning, such as a will, power of attorney, healthcare proxy, etc?
Do you consider your portfolio diverse?
How prepared do you feel for unexpected changes, such as a loss of income or changes to your living situation?

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.