Widow/er

1. Have you considered how you want to spend your retirement years?

2. Are your children (if you have any) living independently?

3. Have you determined at what age you want to retire?

4. Do you know how much you need to sustain your retirement?

5. Do you have your own life insurance?

6. Do you receive monthly pension as a beneficiary of your deceased wife/husband?

7. Do you have debt or loans?

8. Have you identified your post-retirement expenses?

9. Do you have a plan to move or relocate on your retirement?

10. Do you have other sources of income?

1. For every income that you earn, how much do you set aside for your retirement fund?

2. Do you keep track of your monthly spending?

3. Which of the following statements best describes how you handle your finances?

4. Describe how you pay off your credit card or other debts with high interest rate

5. How much financial support do you get from your investments?