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Know your retirement personality

There is more to a successful retirement than finances. Personality can play a big role. Take our 5-step
profiler to discover your attitude toward life change, risk and uncertainty as these viewpoints determine how
you’ll react to the change from work to retirement.

Different personality types react to assorted ways to change. Knowing your personality will help you set
realistic retirement goals and plan for the lifestyle that best fits you. Complete our profiler tool and you’ll
receive your personality type description along with tools and resources to help you transition into retirement.

Question 1

Different people have different views on how much control they personally have over what their life turns out to be like. Do you believe that how your life turns out is mostly dependent on specific actions you take, or do you feel that life is beyond your control and mostly influenced by outside forces?

(use the slider bar below to choose the answer that best fits you)

Beyond
my control
 
Undecided
Within
my control

 

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Question 2

Do you seek out new experiences that lead to change or do you prefer consistency?

(use the slider bar below to choose the answer that best fits you)

Seek
consistency
 
Neither
Look
for change

 

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Question 3

How do you feel about new phases in your life that result in change and uncertainty?

(use the slider bar below to choose the answer that best fits you)

Not excited
at all
 
Neither
Extremely
excited

 

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Question 4

What is your level of stress when you are faced with an unknown or unexpected circumstance?

(use the slider bar below to choose the answer that best fits you)

Not stressful
at all
 
Neither
Extremely
stressful

 

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Question 5

During times of change or ambiguity, do you feel you operate at your best or your worst?

(use the slider bar below to choose the answer that best fits you)

 
At my worst
 
Neither
 
At my best

 

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