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What is your birthday?

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OK

What is your gender?

OK

What is your marital status?

OK

How many children do you have?

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OK

Are you retired?

You might be retired and still working. We will ask you about that shortly.

OK

At what age do you expect to retire?

Please give us your best estimate.

OK

At what age did you retire?

OK

Are you currently working?

OK

Are you self-employed?

OK

What would you say are some of the top priorities and focus of your life currently?

Select as many as you like

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Learning or taking classes

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Charitable giving or volunteering

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Traveling for pleasure

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My career and work

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Taking care of my family

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Resting and relaxing

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Fitness and health

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Active hobbies

OK

During the course of our lives, we all experience certain events, or life stages, that re-shape our priorities and financial needs.

In this survey we will explore some of the events and life stages that you are now experiencing or are preparing for.

OK

Which of the following events or life stages are you currently experiencing, about to experience, or are preparing for?

Select as many as you like

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I am married, living with a partner, or anticipate getting married soon

Marriage

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I am saving and preparing for retirement, or am already retired