Retirement Assessment Leave a Comment / By chinkfree / April 11, 2023 This test will help individuals evaluate if they are on track to meet their retirement goals, determine if they need to increase their contributions, and develop a plan to achieve their retirement goals. Name Email What age do you plan to retire? 60 or younger 61-65 66-70 70 or older I have not thought about retirement yet How much do you currently have saved for retirement? Less than Php 100,000 Php 100,000 - Php 500,000 Php 500,001 - Php 1,000,000 More than Php 1,000,000 I have not thought about retirement yet What is your expected retirement income? Less than Php 20,000 per month Php 20,000 - Php 40,000 per month Php 40,001 - Php 60,000 per month More than Php 60,000 per month I have not thought about retirement yet How much do you contribute to your retirement fund per month? Nothing Less than 5% of my income 5-10% of my income More than 10% of my income I do not have a retirement fund Do you have a plan in place for healthcare costs in retirement? Yes, I have a plan in place No, I have not thought about it yet I am not sure how to plan for healthcare costs in retirement How do you plan to spend your retirement years? Travel and leisure Pursue hobbies and interests Spend time with family and friends Volunteer work I will still have to work that time How knowledgeable are you about retirement planning? Very knowledgeable Somewhat knowledgeable No knowledge at all Have you calculated how much money you need for retirement? Yes, I have calculated my retirement needs No, I have not calculated my retirement needs yet I am not sure how to calculate my retirement needs How much do you expect to spend in retirement per month? Less than Php 20,000 per month Php 20,000 - Php 40,000 per month Php 40,001 - Php 60,000 per month More than Php 60,000 per month I have not thought about my retirement expenses yet Have you consulted with a financial advisor about your retirement plan? Yes, I have consulted with a financial advisor No, I have not consulted with a financial advisor yet I am not sure if I need to consult with a financial advisor Time's up
