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The Income For Life Quiz

Your Retirement Reality Check

Take the quiz

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Sound Income Academy, Sound Income Group, Sound Income Strategies, LLC, and Retirement Income Source®, LLC are associated entities.

Yes

No

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Sound Income Academy, Sound Income Group, Sound Income Strategies, LLC, and Retirement Income Source®, LLC are associated entities.

Are you currently
 retired?

Yes
No

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Sound Income Academy, Sound Income Group, Sound Income Strategies, LLC, and Retirement Income Source®, LLC are associated entities.

Do you know
how much monthly income
you will need in retirement?

Yes
No

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Sound Income Academy, Sound Income Group, Sound Income Strategies, LLC, and Retirement Income Source®, LLC are associated entities.

Do you know how much you will get
from Social Security?

Yes
No

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Sound Income Academy, Sound Income Group, Sound Income Strategies, LLC, and Retirement Income Source®, LLC are associated entities.

Do you own
 rental property?

Yes
No

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Sound Income Academy, Sound Income Group, Sound Income Strategies, LLC, and Retirement Income Source®, LLC are associated entities.

Do you have a
 pension plan?

Yes
No

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Sound Income Academy, Sound Income Group, Sound Income Strategies, LLC, and Retirement Income Source®, LLC are associated entities.

Do you know
how much income your investments
will generate?

Yes
No

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Sound Income Academy, Sound Income Group, Sound Income Strategies, LLC, and Retirement Income Source®, LLC are associated entities.

Are your retirement investments set up to generate income and are reviewed and adjusted regularly based on market conditions and your risk tolerance?

Yes

No

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Sound Income Academy, Sound Income Group, Sound Income Strategies, LLC, and Retirement Income Source®, LLC are associated entities.

Are you paying
 investment
management fees
to an advisor?

Yes

No

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Sound Income Academy, Sound Income Group, Sound Income Strategies, LLC, and Retirement Income Source®, LLC are associated entities.

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Are you worried about running out of money during retirement?
Are you currently retired?
Do you know how much monthly income you will need in retirement?
Do you know how much you will get from Social Security?
Do you own rental property?
Do you have a pension plan?
Do you know how much income your investments will generate?
Are your retirement investments set up to generate income and are reviewed and adjusted regularly based on market conditions and your risk tolerance?
Are you paying investment management fees to an advisor?
Learn More
Schedule An Appointment

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Do you have 500k or more in investable assets?
Are you currently Working With An Advisor?
Do you feel you are with the correct advisor?

Here are some helpful resources to help you in your retirement planning.