Couples Retirement Readiness

September 03, 2014

How well are you communicating with your significant other about retirement? If you are wondering, we have come up with a simple questionnaire that can help you determine what you need to be talking about with your spouse.

Instructions: Do the assessment separately and then share your results. Put a T after the statements you believe are true, then add up all the true statements to get your score. Notice the areas that you may want to talk more about:


  • We have talked about our timetable for retirement

  • We have planned for future medical and health care needs

  • We know that our roles may change as we do through transition

  • Intimacy and affection are an imporant part of our relationship

  • We make financial decisions together

  • Having time together and time apart is imporant to both of us

  • We talk about lifestyle and where we may want to live

  • We agree on our obligations and responsibilities to family

  • Social and community connections are a satisfying part of our lives

  • We have shared values and know what is more important


Scoring:
10 - Give each other a big hug. You are ready to write the "Hot To" book for couples
7-9 - Sounds like you are in sync. Ongoing communication is important as you plan for what is next

4-6 - You are on the right track. Practice listening to each other and sharing what is important to you

1-3 - Make time to talk about important issues related to retirement

*Source" The Couples Retirement Puzzle by Roberta Taylor and Dori Mintzer

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