Name *

First Name

Last Name

Please select which of the following statements best describes you. *

I like to work slowly and deliberately

I like to work quickly

Please select which of the following statements best describes you. *

I tend to stick to tried-and-true ways of doing things

I tend to be open to new and different opportunities

Please select which of the following statements best describes you. *

I am usually prepared for the worst

I tend to plan for best-case scenarios

Please select which of the following statements best describes you. *

I am uncomfortable with praise from others

I often seek positive feedback from those around me

How optimistic or pessimistic are you about your ability to fully enjoy your retirement years? *

Not Sure

Very pessimistic

Somewhat pessimistic

Somewhat optimistic

Very optimistic

Which of the following best describes your decision-making style when it comes to financial decisions? Select the one that best describes you. *

I research options myself using multiple sources of information before making a financial decision

I tend to trust expert opinions to guide my financial decisions

I rely on friends and family recommendations to make financial decisions

I tend to go on my instincts when making a financial decision

Do you have a financial plan? *

I don’t have any kind of plan

I have a set of goals or a direction in mind but it’s not a well-developed plan

I have a general financial plan, but it doesn’t go far enough

I have a specific financial plan that I follow

Which of the following best describes your level of familiarity/knowledge when it comes to retirement planning? *

Don’t know much

Have a basic understanding but not very comfortable

Know quite a bit but still have questions

Consider myself an expert

When thinking about managing your household’s savings and investable assets, which of these statements best describes you? Please select one *

I don’t have enough savings to pay attention to this

I prefer to keep my (our) savings in bank accounts or other ways that there is no risk to losing any of it

I am mostly concerned about protecting what I (we) have; will take small risks to get better returns and tolerate small, short-term losses

I am seeking balance between protecting my current savings/investments and getting some interest and investment growth

I take moderate risks to achieve potentially higher returns on my investments

I accept substantial risk and potential losses for the opportunity to get higher returns on investments

What is your age? *

44 or under

45-54 years old

55-64 years old

65-74 years old

74+ years old

Prefer not to answer

Gender: How Do You Identify? *

Female

Male

Nonbinary

Prefer not to answer

What are your household’s estimated total investable assets? This includes cash in savings accounts and stocks, bonds, mutual funds, other investments and money held in retirement accounts, taxable accounts, and employer-savings or retirement plans such as 401(k)s. Don’t include the value of primary or secondary residences or of business assets, jewelry, artwork, etc. *

Less than $75,000

$76,000-$99,000

$100,000-$149,000

$150,000-$499,000

$500,000-$1 million

Over $1 million

Prefer not to answer