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GALEN BARGERSTOCK
CLINTON SMITH
LORRAINE CAMPBELL-TAYLOR
SHAWNA JONES
TINA NEESE
NICOLE VEHOVIC
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Page 3 - Personal Information
Name
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Company
Email
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Home Phone
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Best Time to Call
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Martial Status
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Gender
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Male
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Are You A Federal Employee?
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Yes
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Date of Birth
*
MM slash DD slash YYYY
Address
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Street Address
City
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Afghanistan
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Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
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Australia
Austria
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Cook Islands
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Panama
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Virgin Islands, U.S.
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Page 4 - Employment Information
What department of the US Government do you work for?
What is your job title?
What was your date of hire?
*
MM slash DD slash YYYY
Do you have any specific questions about your retirement?
Page 5– Retirement Readiness Quiz
When you think about calculating and maximizing your pension, TSP, and Social Security, you:
Calculate? Maximize? I didn't know there would be math!
I haven't even thought about it; my retirement is hopefully planning itself, right?
Of course, I know exactly what I am doing. See for yourself.
Page 6 – Retirement Readiness Quiz
What steps have you taken to ensure that your spouse will be taken care of if something happens to you?
I have some cash buried in the backyard, and I drew a detailed map!
I have life insurance, pretty sure my beneficiary is still my ex, though.
I have taken every step I am aware of, but I would like to hear more.
Page 7 – Retirement Readiness Quiz
If someone told you FEGLI wasn't cost-effective after 50, would you say:
FEGLI? Is that some type of pasta?
I'm paying for it and a Netflix account I never use, not sure I need either of them.
I noticed it's more expensive now, but I haven't looked at it in a while.
Page 8 – Retirement Readiness Quiz
When someone you work with retires early, you:
See if I can get their parking space.
Give them a round of applause; they should have retired years ago.
Check the "Days Until I Retire" countdown that I have saved on my phone.
Page 9 – Retirement Readiness Quiz
There is a lot of paperwork to be completed to retire on time! How confident are you that you can get it finished on your own?
I'm not even confident I can complete this quiz on my own.
I'm somewhat confident, but I'm procrastinating, so I guess I will figure it out when I get there.
I am very confident, but I will want someone to help me fill out my "blue book."
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About Us
GALEN BARGERSTOCK
CLINTON SMITH
LORRAINE CAMPBELL-TAYLOR
SHAWNA JONES
TINA NEESE
NICOLE VEHOVIC
Services
Media
Radio Show
Audiobook
Contact Us
800.985.3272