Next for Me Financial Health & Readiness Survey

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Thank you for being part of our community! We would love to learn more about the kinds of topics that are helpful to you as you plan your next chapter. Your answers are completely confidential and we won’t share or sell your contact information.

One participant will be selected at random to receive an Amazon Gift Card worth $50. To be eligible please provide your email address so we can contact you if you’re chosen:

Email *

What is your age? *

35-44

45-54

55-64

65+

None of the above/prefer not to answer

What is your gender? *

Male

Female

Non-binary/third gender

Prefer not to answer

Other:

What is your relationship status?

Single

Married

Divorced

Widowed

It’s complicated

Prefer not to answer

Clear selection

What is your approximate household income?

Under $39,999

$40,000 - $69,999

$70,000 - $99,999

$100,000 or above

Prefer not to answer

Clear selection

What is your level of education?

High school

Bachelor’s degree

Master’s degree or higher

Prefer not to answer

Other:

Clear selection

Where do you live?

West Coast

Midwest

Mid Atlantic

North East

The South

Outside the United States

Prefer not to answer

Clear selection

When do you plan to retire? *

In less than 1 year

In 1-5 years

In 5-10 years

In 10-20 years

I am already retired

I do not plan to retire

Prefer not to answer

Other:

Which of these statements best describes you? *

I have retirement savings/pension and I feel confident about retiring

I have retirement savings/pension, but I am somewhat concerned about my ability to retire

I have retirement savings/pension, but I do not think it will be enough to live on after retirement

I do not have retirement savings/pension and I do not plan to retire

I have retirement savings/pension and I do not plan to retire

Prefer not to answer

Other:

Where do you do your banking?

National bank (e.g., Bank of America, Wells Fargo)

Credit union

Online bank (e.g., E*Trade, USAA)

Prefer not to answer

Other:

Clear selection

What type of insurance do you have? (Select all that apply)

Car insurance

Home insurance

Renter's insurance

Life insurance

Pet insurance

Long term care insurance

Other:

Where do you get advice about insurance?

Insurance broker

Real estate professional

AAA/other automotive/motorcycle/boating association

Friend/relative

Social media

Website (Consumer Reports, Edmunds.com, etc.)

Prefer not to answer

Other:

Clear selection

What influences your decision to purchase insurance? (Select all that apply)

Price

Bundled deal (e.g., Homeowners + Auto Insurance)

Mandatory (e.g., Co-op requirement)

Friend/family recommendation

Social media recommendation

None of the above

Prefer not to answer

Other:

How did you first hear about Next for Me? *

Friend/relative

Social media

Blog

Other (please explain)

Submit

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