8 WAYS TO MEASURE YOUR RETIREMENT READINESS...

Many people are confused about how best to use their assets to meet their retirement income goals. The first step in figuring this out for yourself is to understand your retirement readiness score. Start your journey toward building the retirement of your dreams by completing your scorecard.

Step 1 of 9

Begin Your Scorecard

Complete The Form Below

First Name(Required)

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Mindset 1. Retirement Timing

1	I am younger than 59 1/2 and do not plan to retire before my full Social Security retirement age.
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4	I am 59 1/2 or older and do not plan to retire before my full Social Security retirement age.
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7	I am 59 1/2 or older and plan to retire before my full Social Security retirement age.
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10	I am 59 1/2 or older and would like to retire as soon as possible.
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Page 1 Score

Page 1 Goal

Page 1 - Insights and Actions

Mindset 2. Generating Income

1	I have no retirement income sources other than social security.
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4	I have social security benefits and a pension but no other assets.
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7	I have $500k or less or retirement assets that could be used for income.
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10	I have more than $500k in retirement assets that can be used for income.
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Page 2 Score

Page 2 Goal

Page 2 - Insights and Actions

Mindset 3: Asset Mindset

1	I am focused on growing my assets.
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4	I want to grow my assets while beginning to preserve what I have.
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7	I want to preserve the assets that I have.
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10	I want to generate income from my assets to use for retirement.
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Page 3 Score

Page 3 Goal

Page 3 - Insights and Actions

Mindset 4: Cash Flow

1	I believe that life is short and you should enjoy life.
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4	I save some of my money but spend most of it.
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7	I save money but it doesn't do anything to support my cash flow needs.
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10	I want to use money to develop income producing assets so I don't have to work.
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Page 4 Score

Page 4 Goal

Page 4 - Insights and Actions

Mindset 5: Investments

1	The idea of the stock market scares me and I want nothing to do with it.
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4	I feel that investing in the stock market makes some sense but am often confused on how it all works.
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7	I have a financial advisor but no longer feel we are in alignment.
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10	I have more than $500k in cash or investments and need a plan to know how to use it.
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Page 5 Score

Page 5 Goal

Page 5 - Insights and Actions

Mindset 6: Purpose

1	I have no money saved. I use financing to make purchases and rely on government or union benefits.
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4	I have money in various accounts but consider it all part of my general plan for retirement.
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7	I think I have my money where it needs to be but am not 100% confident.
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10	I have money in savings and in investments but need to get a more specific plan in place.
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Page 6 Score

Page 6 Goal

Page 6 - Insights and Actions

Mindset 7: Taxes

1	I prefer to deduct money that I am saving. I am most interested in deferring my taxes for a later time.
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4	I use tax deductible accounts to invest but am not sure if it is what I should be doing.
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7	I contribute to retirement accounts but don't understand the tax aspect to them.
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10	I have a lot of money in retirement accounts and need a plan to know how to manage the tax liabilities.
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Page 7 Score

Page 7 Goal

Page 7 - Insights and Actions

Mindset 8: Control

1	I have everything figured out and have control over all aspects of my money and future.
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4	When I think about the money I earn and the assets that I have, I really am not sure what is going on.
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7	I am confident about my retirement but feel there is more out of my control than in it.
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10	I feel good about the assets that I have but need to formulate a plan to begin using the assets.
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Page 8 Score

Page 8 Goal

Page 8 - Insights and Actions

Hidden

Score Total

Hidden

Goal Total

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Securities offered through Kalos Capital, Inc. Member FINRA/SIPC/MSRB and Investment advisory services offered through Kalos Management, Inc. Member FINRA/SIPC/MSRB located at 11525 Park Wood Circle Alpharetta, GA 30005. Skrobonja Financial Group, LLC and Skrobonja Insurance Services, LLC is not a subsidiary of Kalos Capital, Inc. nor Kalos Management, Inc.

The opinions and views expressed here are for informational purposes only. This material is educational in nature and should not be deemed as a solicitation of any specific product or service. All investments involve risk and a potential loss of principal. Kalos Capital, Inc. nor Kalos Management, Inc. offer tax or legal advice. Please consult with a tax advisor or attorney for advice regarding the impact on your portfolio.

RETIREMENT READINESS SCORECARD

8 WAYS TO MEASURE YOUR RETIREMENT READINESS...

Begin Your Scorecard

Mindset 1. Retirement Timing

Mindset 2. Generating Income

Mindset 3: Asset Mindset

Mindset 4: Cash Flow

Mindset 5: Investments

Mindset 6: Purpose

Mindset 7: Taxes

Mindset 8: Control

Check the background of this investment professional on
FINRA BrokerCheck.

© Brian Skrobonja 2019

RETIREMENT READINESS SCORECARD

8 WAYS TO MEASURE YOUR RETIREMENT READINESS...

Begin Your Scorecard

Mindset 1. Retirement Timing

Mindset 2. Generating Income

Mindset 3: Asset Mindset

Mindset 4: Cash Flow

Mindset 5: Investments

Mindset 6: Purpose

Mindset 7: Taxes

Mindset 8: Control

Check the background of this investment professional on FINRA BrokerCheck.

© Brian Skrobonja 2019

Check the background of this investment professional on
FINRA BrokerCheck.