A1
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Watching programs or movies/videos on TV ...... hours last week |
A2
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Reading newspapers or magazines ...... hours last week |
A3
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Reading books ...... hours last week |
A4
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Listening to music ...... hours last week |
A5
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Sleeping and napping (including at night) ...... hours last week |
A6
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Walking ...... hours last week |
A7
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Participating in sports or other exercise activities ...... hours last week |
A8
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Visiting in-person with friends, neighbors, or relatives...... hours last week |
A9
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Communicating by telephone, letters, e-mail, Facebook, Skype, or other media with friends, neighbors, or relatives...... hours last week |
A10
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Working for pay...... hours last week |
A11
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Using the computer...... hours last week |
A12
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Praying or meditating...... hours last week |
A13
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House cleaning...... hours last week |
A14
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Washing, ironing, or mending clothes ...... hours last week |
A15
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Yard work or gardening ...... hours last week |
A16
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Shopping or running errands ...... hours last week |
A17
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Preparing meals and cleaning-up afterwards ...... hours last week |
A18
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Personal grooming and hygiene, such as bathing and dressing ...... hours last week |
A19
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Caring for pets ...... hours last week |
A20
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Physically showing affection for others through hugging, kissing, etc. ...... hours last week |
A21
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Helping friends, neighbors, or relatives who did not live with you and did not pay you for the help ...... hours last month |
A21-5
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Taking care of grandchildren ...... hours last month |
A22
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Doing volunteer work for religious, educational, health-related, or other charitable organizations ...... hours last month |
A23
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Attending religious services ...... hours last month |
A24
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Attending meetings of clubs or religious groups ...... hours last month |
A25
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Taking care of finances or investments, such as banking, paying bills, balancing the checkbook, doing taxes, etc. ...... hours last month |
A26
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Treating or managing an existing medical condition of your own ...... hours last month |
A27
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Playing cards or games, or solving puzzles ...... hours last month |
A28
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Attending concerts, movies, or lectures, or visiting museums ...... hours last month |
A29
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Singing or playing a musical instrument ...... hours last month |
A30
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Doing arts and crafts projects, including knitting, embroidery, or painting ...... hours last month |
A31
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Doing home improvements, including painting, redecorating, or making home repairs ...... hours last month |
A32
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Working on, maintaining, or cleaning your car(s) or vehicle(s) ...... hours last month |
A33
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Dining or eating outside the home (not related to business or work) ...... hours last month |
A34
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Thinking of your meals last week, how much time did you spend eating meals at home last week? ...... hours last week |
A35
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During the past year, about how much time did you spend on average on health? ________hours per week |
A35-2
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During the past year, about how much time did you spend on average on health? ________hours per month |
A35-3
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During the past year, about how much time did you spend on average on health? ________hours per last year |
A36
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Did you spend any time last week treating or managing the medical condition of another person? |
A37
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If you helped another person manage his or her bills or claims, please include that time. ________hours per week |
A37-2
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If you helped another person manage his or her bills or claims, please include that time. ________hours per month |
A37-3
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If you helped another person manage his or her bills or claims, please include that time. ________hours per year |
A38
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How many days in the last twelve months were you away from home on overnight trips related to business or work? _____ Days |
A39
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How many days in the last twelve months were you away from home on overnight trips or vacations not related to business or work? _____ Days |
A40
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How often do you use your mind in what you do? (Check one.) |
A41
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How often do you use your body in what you do? (Check one.) |
A42
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How often are your activities done with other people? (Check one.) |
A43
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How often do your activities benefit other people? (Check one.) |
A44
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Were the questions in Section A answered by the person to whom this questionnaire was addressed, or did someone else answer for that person? (Check one.) |
A45
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Approximately, how long did it take you to complete Section A? ____ Minutes |
B1A1
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 1 : Make |
B1A2
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 1 : Model |
B1A3
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 1 : Year |
B1A4
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 1 : Price |
B1A5
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 1 : New or used? |
B1B1
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 2 : Make |
B1B2
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 2 : Model |
B1B3
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 2 : Year |
B1B4
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 2 : Price |
B1B5
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 2 : New or used? |
B1C1
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 3 : Make |
B1C2
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 3 : Model |
B1C3
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 3 : Year |
B1C4
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 3 : Price |
B1C5
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If so, what were the make, model, year and price of the vehicles you purchased or leased? Car 3 : New or used? |
B2
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In the past twelve months, has your household purchased a refrigerator? |
B2A
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If yes: About how much was the purchase price? |
B3
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In the past twelve months, has your household purchased a washing machine and/or dryer? |
B3A
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If yes: About how much was the purchase price? |
B4
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In the past twelve months, has your household purchased a dishwasher? |
B4A
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If yes: About how much was the purchase price? |
B5
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In the past twelve months, has your household purchased a television? |
B5A
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If yes: About how much was the purchase price? |
B6
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In the past twelve months, has your household purchased a computer? |
B6A
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If yes: About how much was the purchase price? |
B7
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Homeowner’s or renter’s insurance Amount spent in last 12 month |
B8
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Property taxes Amount spent in last 12 month |
B9
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Vehicle insurance Amount spent in last 12 month |
B10
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Vehicle maintenance: parts, repairs, and servicing Amount spent in last 12 month |
B11
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Health insurance: out-of-pocket, including Medicare supplemental insurance Amount spent in last 12 month |
B12
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Trips and vacations: including transportation, accommodations, and recreational expenses on trips Amount spent in last 12 month |
B13
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Home repairs and maintenance: materials your household bought directly Amount spent in last 12 month |
B14
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Home repairs and maintenance services - hiring costs including materials they provided |
B15
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Household furnishings and equipment: such as furniture, floor coverings, small appliances, miscellaneous household equipment |
B16
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Contributions to religious, educational, charitable, or political organizations |
B17
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Cash or gifts to family and friends outside your household - including alimony and child support payments |
B18
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MORTGAGE PER MONTH |
B18A
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MORTGAGE last 12 months |
B19
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Rent per month |
B19A
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Rent last 12 months |
B20
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Electricity per month |
B20A
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Electricity in last 12 months |
B21
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Water per month |
B21A
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Water in last 12 months |
B22
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Heating fuel for the home per month |
B22A
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Heating fuel for the home in last 12 months |
B23
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Telephone, cable, internet per month |
B23A
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Telephone, cable, internet in last 12 months |
B24
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Car payments: interest & principal per month |
B24A
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Car payments: interest & principal in last 12 months |
B25
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Housekeeping supplies: cleaning and laundry products per month |
B25A
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Housekeeping supplies: cleaning and laundry products in last 12 months |
B26
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Housekeeping, dry cleaning and laundry services: hiring costs for housekeeping or home cleaning, and amount spent at dry cleaners and laundries per month |
B26A
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Housekeeping, dry cleaning and laundry services: hiring costs for housekeeping or home cleaning, and amount spent at dry cleaners and laundries in last 12 months |
B27
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Gardening and yard supplies: yard, lawn and garden products per month |
B27A
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Gardening and yard supplies: yard, lawn and garden products in last 12 months |
B28
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Gardening and yard services: hiring costs including materials they provided per month |
B28A
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Gardening and yard services: hiring costs including materials they provided in last 12 months |
B29
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Clothing and apparel: including footwear, outerwear, and products such as watches or jewelry per month |
B29A
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Clothing and apparel: including footwear, outerwear, and products such as watches or jewelry in last 12 months |
B30
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Personal care products and services: including hair care, shaving and skin products, amount spent at hair dresser, manicure, etc. per month |
B30A
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Personal care products and services: including hair care, shaving and skin products, amount spent at hair dresser, manicure, etc. in last 12 months |
B31
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Prescription and nonprescription medications: out-of-pocket cost, not including what’s covered by insurance per month |
B31A
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Prescription and nonprescription medications: out-of-pocket cost, not including what’s covered by insurance in last 12 months |
B32
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Health care services: out-of-pocket cost of hospital care, doctor services, lab tests, eye, dental, and nursing home care per month |
B32A
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Health care services: out-of-pocket cost of hospital care, doctor services, lab tests, eye, dental, and nursing home care in last 12 months |
B33
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Medical supplies: out-of-pocket cost, not including what’s covered by insurance per month |
B33A
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Medical supplies: out-of-pocket cost, not including what’s covered by insurance in last 12 months |
B34
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Tickets to movies, sporting events, and performing arts per month |
B34A
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Tickets to movies, sporting events, and performing arts in last 12 months |
B35
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Sports: including gym, exercise equipment such as bicycles, skis, boats, etc. per month |
B35A
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Sports: including gym, exercise equipment such as bicycles, skis, boats, etc. in last 12 months |
B36
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Hobbies and leisure equipment: such as photography, stamps, reading materials, camping, etc. per month |
B36A
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Hobbies and leisure equipment: such as photography, stamps, reading materials, camping, etc. in last 12 months |
B37
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Food and beverages: food and drinks, including alcoholic, that you buy in grocery or other stores per week |
B37A
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Food and beverages: food and drinks, including alcoholic, that you buy in grocery or other stores per month |
B37B
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Food and beverages: food and drinks, including alcoholic, that you buy in grocery or other stores in last 12 months |
B38
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Dining and/or drinking out: items in restaurants, cafes, and diners, including take-out food per week |
B38A
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Dining and/or drinking out: items in restaurants, cafes, and diners, including take-out food per month |
B38B
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Dining and/or drinking out: items in restaurants, cafes, and diners, including take-out food in last 12 months |
B39
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Gasoline per week |
B39A
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Gasoline per month |
B39B
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Gasoline in last 12 months |
B40
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Last year, my household spent: |
B40A
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About how much more? |
B40B
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About how much less? |
B41
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Sometimes people have positive surprises earlier in life that help their finances turn out better than expected. Did any of the following happen to you? (Check all that apply.) |
B42
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Sometimes people have negative surprises earlier in life that cause their finances to turn out worse than expected. Did any of the following happen to you? (Check all that apply.) |
B43
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Please think back to when you were around 45 years old. Suppose you could redo your spending and saving from then to now, which of the following would you do? (Check only one.) |
B44a
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How strongly do you wish you could redo your spending and saving? |
B45a
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To save more you have to spend less. Which of the spending categories could you have possibly spent less on? |
B44b
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How strongly do you wish you could redo your spending and saving? |
B45b
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To save less you could have spent more. Which of the spending categories would you have spent more on? |
B46
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We would like to understand more about spending in retirement. Are you retired? |
BOX A
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How did your TOTAL spending change with retirement? |
BOX A b
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By how much? |
BOX A c
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For the items below, check () whether the spending increased, decreased or stayed the same in retirement: |
BOX B d
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How do you expect your TOTAL spending to change with retirement? |
BOX B e
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By how much? |
BOX B f
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For the items below, check () whether you expect spending to increase, decrease or stay the same in retirement: |
B47a
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Trips, travel, or vacations |
B47b
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Clothing |
B47c
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Eating out / food and beverages |
B47d
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New home, home repairs, or household items |
B47e
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Entertainment, sports, and hobbies |
B47f
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Automobile expenses |
B48
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|
What do you think are the chances that you will run out of money sometime in the future? |
B49
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Were the questions in Section B answered by the person to whom this questionnaire was addressed, or did someone else answer for that person? (Check one.) |
B50
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Approximately, how long did it take you to complete Section B? |
C1
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Are you working now, temporarily laid off, unemployed and looking for work, disabled and unable to work, retired, a homemaker, or what? (Check all that apply.) |
C2
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Are you currently married, living with a partner, separated, divorced, widowed, or have you never been married? (Check one.) |
C2a
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(If married or living with a partner) Did your household spend any money on clothing and apparel (including footwear, outerwear, and products such as watches or jewelry) in the last 12 months: |
C2a1
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What fraction of that spending was for things that you use? |
C2b
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Do you (and/or your husband/wife/partner) own or rent the home or apartment you live in? (If you live part of the year in another home or apartment, please answer for the one in which you spend most of the year.) (Check one.) |
C3
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Please add any comments that you wish in the space below: |
C4
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Were the questions in Section C answered by the person to whom this questionnaire was addressed, or did someone else answer for that person? (Check one.) |
C5
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Approximately, how long did it take you to complete Section C? |