1. Do you have a plan on how you will spend your retirement?

2. Do you know how much pension you will get from social security?

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

4. Do you have debt or loans?

5. Are you close in achieving your retirement savings goals?

6. Does your investments give you passive income?

7. Do you have life and/or health insurance?

8. Have you created your post-retirement budget plan?

9. Do you own your house now?

10. Do you have a financial advisor?

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?