Couples Retirement Readiness

August 28, 2013

How well are you communicating with your significant other about retirement? If you are wondering, we have included 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 role may change as we go through transition.

  • Intimacy and affection are an important part of our relationship.

  • We make financial decisions together.

  • Having time together and time apart is important 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 important to each other.


10 - Give each other a big hug. You're ready to write the "How To" book for couples

7-9 - Sounds like you're in sync. Ongoing communication is important as you plan for what is next

4-6 - You're on the right track. Practice listening to each other and sharing what's 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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