Investing

What’s Your Retirement-Planning Personality? Take Our Quiz

Answer these five questions to help determine your retirement-planning personality—and the financial steps you could take now to help build the retirement you want.

January 27, 2020

When it comes to retirement planning, it’s easy to think that most of us fall into one of two categories: Those who work diligently at it, and those who don’t. But reality isn’t quite that clear-cut.

Consider this: The 2018 Wells Fargo Retirement Study found that those with a planning mindset—the tendency to use near- and longer-term investment planning and goal setting—were less likely to have high levels of financial stress. They also typically had three times more retirement savings than those without a planning mindset.

So the question to ask is: Are you a planner or a procrastinator? And what does either answer mean for the next steps you should consider with your retirement planning? Answer these five questions in our retirement quiz to find out.

Quiz only available online