Retirement Lifestyle Quiz | Trust Point | La Crosse, Eau Claire, Minneapolis
Retirement Lifestyle Quiz

What's Your Retirement Lifestyle?

What do you want life to look like when the pace finally slows? Defining that vision is the first step toward making it a reality. Retirement is about more than numbers on a page — it’s about creating a life that feels fulfilling, inspiring, and uniquely yours.

Take our Retirement Lifestyle quiz to discover which retirement lifestyle fits you best: Explorer, Connector, Steward, or Seeker.

Additional Retirement Resources

In addition to our blogs, we offer several downloadable guides and booklets that you can request to help you retire more confidently, such as the following:

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Checklist for Your Retirement Goals

Make reaching your retirement goal a reality. Here’s a checklist to get started:

  • Review my financial plan
  • Map out a retirement budget
  • Explore investment options
  • Simplify and downsize
  • Consult a financial professional

News & Insights

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The Why Behind the Work: Real People, Real Relationships, Real Results

At Trust Point, it’s the people behind the numbers who truly make the difference. Each team member brings passion and purpose to...
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From Participation to Prosperity: How Education and Trust Turn 401(k) Plans into Long-term Success Stories

A strong 401(k) plan does more than help employees save for retirement. It builds trust, encourages engagement, and supports confident financial decisions...
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What High Earners Need to Know About the New Catch-Up Contribution Rules

If you’re age 50 or older, earning more than $150,000 a year, and consistently maximizing your retirement plan contributions, upcoming rule changes...
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Start Planning Your Retirement

It’s never too early, or too late, to plan for retirement. When you parter with Trust Point you receive personalized guidance that helps you prepare confidently and transition smoothly into your next chapter.

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