HOW DOES YOUR PERSONALITY RELATE TO YOUR RETIREMENT PLAN

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What Does Your Personality Say About Your Retirement Strategy And Plans?

The number of online personality quizzes often range from the mundane to the highly irrelevant. But if you’ve ever wanted a personality quiz to tell you something that you can take to the bank — literally — we’ve got you covered.

Our quiz will help you identify the financial planning personality and style that best suits you and your needs as you plan for retirement. As we know, there is no retirement plan that fits everyone. Each of us has a different dream for retirement based on the level of risk we’re willing to take with our savings and investments and the amount of expenses we’ll need to cover throughout retirement, which could last 20, 30 or more years. But one thing is common: we all want to live a full life in retirement, filled with happiness and possibilities.

Through one of the most extensive studies of Americans planning for retirement, the Alliance for Lifetime Income found that people typically fall into five personality types: Optimistic Dreamer, Cautious Preparer, Hopeful Striver, Purposeful Planner and Ambitious Risk-Taker.

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SO, WHICH ONE ARE YOU?

Find out by taking the quiz. You’ll:

→ Understand your financial planning personality and tendencies. → Have clear direction for improving your financial planning. → Be able to work with your financial professional to design a custom retirement income plan.

After taking the quiz, study the results to better understand your style and talk to a financial professional about how to secure your essential expenses so that you can live the life you want in retirement.

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