Retirement Worry Analysis (RWA)

“Planning for retirement has always been challenging because retirees face numerous risks and may not perceive them accurately.”

Center for Retirement Research at Boston College

Worry is a natural part of our human existence but can complicate post-career or retirement life. The Retirement Worry Analysis (RTA) is an assessment tool to helps identify financial, personal, and medical concerns the average retiree faces as they age.

Please answer all 18 scenarios using the number that best fits your current mindset on a scale of 0 to 10.

0 = Not worried, 5 = Somewhat Worried, and 10 = Extremely Worried

Once you click submit, you will receive your report within 48 hours. If you do not obtain your RWA, please check your Spam folder or email

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How about another, more comprehensive look at your retirement?

Check out how the Retirement Time Analysis will show you a detailed foundational review of your total post-career mindset.