MGC

Financial Health and Retirement Readiness Quiz

Magnolia Growth Capital wants to help you understand your financial health and how prepared you are for retirement. This quiz will assess your current financial situation and provide personalized recommendations.

What is your current age?

What is your annual household income?

How much have you saved for retirement so far?

What percentage of your income do you currently contribute to retirement savings?

What is your risk tolerance when it comes to investing?

When do you ideally want to retire?

What kind of lifestyle do you envision for yourself in retirement?

Do you have any other significant financial goals (e.g., buying a house, paying for education)?

Let us get to know you: