Retirement Planning and Investment Questionnaire

Here are the questions that we asked about Retirement Planning and about Investing:

1. How long have you been saving for retirement?
   • Over 20 years
   • 15 to 20 years
   • 10 to 15 years
   • 5 to 10 years
   • 1 to 5 years
   • 1 year or less
   • Haven't begun yet
2. When do you plan to retire?
   • Within the year (1997)
   • In 1 to 3 years
   • In 3 to 5 years
   • In 5 to 10 years
   • In 10 to 20 years
   • In 20 to 30 years
   • In 30+ years
   • I'm retired now
   • I don't plan to retire
3. What percent of your gross (before taxes, etc.) are you planning to save this year?
   • None
   • Up to 5%
   • 5 to 10%
   • 10 to 15%
   • More than 15%
4. How large a savings account in today's dollars do you feel you will need when you retire?
   • Less than $100,000
   • $100,000 to 500,000
   • $500,000 to 750,000
   • $750,000 to 1,000,000
   • More than $1,000,000
5. What percent of your retirement income do you expect to come from government funding (Social Security in the USA)?
   • Less than 5%
   • 5 to 10%
   • 10 to 20%
   • 20 to 50%
   • More than 50%
6. What percent of your retirement income do you expect to come from a company pension plan?
   • Less than 5%
   • 5 to 10%
   • 10 to 20%
   • 20 to 50%
   • More than 50%
7. Do you currently have any investments in stocks, bonds or mutual funds?
   • Yes
   • No
8. Do you feel that investing in stocks, bonds or mutual funds is a safe investment?
   • Yes
   • No
9. Have you ever visited a WWW site that offered information about securities (such as stock prices or stock news)?
   • Yes
   • No
10. Do you currently use any personal financial software and do you find it useful?
    • Yes, I use it and it is useful
    • I own it but can't figure out how to use it
    • I own it and use it but don't find it particularly useful
    • I don't own any
11. In the past 10 years, what do you think the average yearly inflation rate has been (where you are)?
    • Less than 1%
    • Between 1 & 2%
    • Between 2 & 3%
    • Between 3 & 4%
    • Between 4 & 5%
    • More than 5%
12. What do you guess the average yearly inflation rate is going to be in the next 10 years (where you are)?
    • Less than 1%
    • Between 1 & 2%
    • Between 2 and 3%
    • Between 3 and 4%
    • Between 4 and 5%
    • More than 5%
13. How frequently do you read any financial publication?
    • Daily
    • Weekly
    • Maybe once a month
    • Very rarely
    • Never

Thanks for your participation.

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