• What is your financial personality?

    Click through to learn more about each financial personality.

  • Savvy

    You're financially sophisticated, confident, and you pride yourself on having prepared well for retirement.

  • Distracted

    You're caught up in the complexity of modern life, and are not focused on financial planning. Retirement seems far off.

  • Iconic

    You've prepared well for the future, and are confident that your income will last through retirement.

  • Resilient

    You're a good planner and knowledgeable about household finances. Despite some setbacks, you've managed pretty well.

  • Overwhelmed

    You feel unprepared for retirement and lack confidence in how you will put together a plan for retirement security.

Take the survey to find your financial personality

Take the survey below to find out your financial personality as it relates to retirement planning. You can also click through the personalities above to find out more about each one.

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