2016 Ny Retirement Preparedness Survey Aq

AARP New York State Boomer and Gen Xer Retirement Preparedness Survey
Conducted by Siena College Research Institute

July 25 August 16, 2016
Q1:
Is New York State on the right track, or is it headed in the wrong direction? [IF NEEDED: "If
you had to pick, would you say right track or wrong direction?"]
Right track
Wrong direction
[DO NOT READ] Don't know
[DO NOT READ] Refused
Total
44%
47%
8%
1%
Gen X
43%
48%
9%
0%
Boomer
46%
45%
8%
1%
Q2:
We are interested in how people are getting along financially these days. How well would
you say you are managing financially these days? Would you say you are[READ LIST]
Living comfortably
Doing alright
Just about getting by
Finding it difficult
Finding it very difficult
Don't know
Refused
Total
22%
29%
28%
12%
8%
0%
0%
Gen X
21%
25%
28%
15%
11%
0%
0%
Boomer
21%
33%
31%
10%
5%
0%
0%
Q3:
Would you describe yourself now as retired, retired and working, or not retired?
Total
Gen X
Boomer
Retired
25%
6%
34%
Retired and working
6%
2%
8%
Not retired
68%
91%
56%
Refused
2%
2%
1%
Retired
25%
6%
34%
Q4:
Are you currently:[READ LIST]
Employed full time
Employed part time
Self-employed
Unemployed and looking for a job
A student
A homemaker
Disabled
Other
Refused
Total
56%
12%
10%
8%
1%
4%
8%
0%
0%
Gen X
59%
8%
8%
9%
2%
6%
8%
0%
0%
Boomer
54%
16%
13%
8%
0%
1%
7%
0%
0%
2016 AARP New York Baby Boomer and Gen Xer Retirement Preparedness Survey
Q5:
Are you employed full-time or part-time?
Full time
Part time
Refused
Total
61%
39%
0%
Gen X
72%
28%
0%
Boomer
41%
59%
0%
Q6:
Which of the following best describes the organization where you currently work:
Total
Gen X
Boomer
A non-profit organization
17%
17%
17%
A for profit company
58%
57%
55%
The city, state or local government
20%
22%
19%
The federal government
2%
2%
2%
Other
1%
0%
4%
Don't know
2%
2%
0%
Refused
0%
0%
1%
Gen X
18%
6%
6%
10%
57%
3%
0%
Boomer
23%
13%
5%
5%
52%
1%
1%
Q7:
How many people work for your employer? Is it
Total
Less than 10
21%
At least 10 but less than 25
9%
6%
7%
100 or more
54%
Don't know
2%
Refused
0%
Q8A:
Housing including rent, mortgage payments, insurance and property taxes[IF NEEDED: Tell
me whether its cost is having a very serious impact on your financial condition, a somewhat
serious impact, not a very serious impact or not at all a serious impact on your financial
condition.]
Very serious impact on your financial

condition
Somewhat serious impact
Not a very serious impact
Not at all a serious impact on your
financial condition
Don't know
Refused
Total
38%
Gen X
44%
Boomer
33%
33%
16%
12%
33%
15%
7%
33%
17%
16%
1%
0%
1%
0%
1%
0%
Q8B:
Health insurance[IF NEEDED: Tell me whether its cost is having a very serious impact on
your financial condition, a somewhat serious impact, not a very serious impact or not at all a
serious impact on your financial condition.]

condition
financial condition
Don't know
Refused
Total
Gen X
Boomer
28%
28%
28%
22%
26%
21%
27%
23%
25%
24%
24%
23%
1%
0%
1%
0%
1%
0%
Q8C:
Medical costs including doctor visits and prescription drugs[IF NEEDED: Tell me whether
its cost is having a very serious impact on your financial condition, a somewhat serious
impact, not a very serious impact or not at all a serious impact on your financial condition.]

condition
financial condition
Don't know
Refused
Total
27%
Gen X
26%
Boomer
27%
22%
27%
24%
22%
26%
26%
22%
27%
23%
0%
0%
0%
0%
1%
0%
Q8D:
Food[IF NEEDED: Tell me whether its cost is having a very serious impact on your financial
condition, a somewhat serious impact, not a very serious impact or not at all a serious impact
on your financial condition.]

condition
financial condition
Don't know
Refused
Total
18%
Gen X
22%
Boomer
15%
33%
29%
19%
36%
24%
17%
32%
32%
20%
1%
0%
1%
0%
1%
0%
Q8E:
Transportation, including public transportation, gasoline, car payments[IF NEEDED: Tell
me whether its cost is having a very serious impact on your financial condition, a somewhat
condition.]

condition
financial condition
Don't know
Refused
Total
16%
Gen X
21%
Boomer
12%
31%
28%
24%
31%
27%
21%
33%
29%
26%
0%
0%
0%
0%
0%
0%
Q8F:
Utilities including heat, electric, cable television, internet and phone[IF NEEDED: Tell me
whether its cost is having a very serious impact on your financial condition, a somewhat
condition.]

condition
financial condition
Don't know
Refused
Total
28%
Gen X
28%
Boomer
27%
33%
26%
13%
36%
24%
12%
33%
26%
14%
0%
0%
0%
0%
0%
0%
Q9R (Combined):
Now lets talk for a while about your retirement years. How often would you say you worry
about having enough money to retire at the age you choose and the style you expect? Would
you say very often, often, not very often, or not at all often?
Total
Gen X
Boomer
Very often
35%
35%
35%
Often
25%
28%
24%
Not very often
26%
23%
27%
Not at all often
13%
13%
14%
Don't know
1%
2%
0%
Refused
0%
0%
0%
Q10A:
At what age do you plan on retiring?[IF NEEDED: Your best estimate is fine.]
INTERVIEWER: ENTER AGE IN BOX AT BOTTOM OF SCREEN
60 or younger
61 to 65
Over 65
Never plan to retire
Don't know
Refused
Total
15%
33%
25%
11%
14%
2%
Gen X
22%
28%
23%
12%
12%
3%
Boomer
6%
42%
24%
11%
16%
1%
Q10B:
At what age did you retire? INTERVIEWER: ENTER AGE IN BOX AT BOTTOM OF
SCREEN
60 or younger
61 to 65
Over 65
Don't know
Refused
Total
52%
29%
7%
8%
3%
Gen X
63%
0%
0%
7%
30%
Boomer
52%
29%
8%
10%
1%
Q11:
Thinking about how much you have saved for retirement and how well you have planned for
retirement, how well prepared for retirement do you currently think you are compared to
others your age? Would you say you are much more prepared for retirement, somewhat
more prepared, about the same as others, somewhat less prepared, or much less prepared than
others your age?
Much more prepared

Somewhat more prepared
About the same as others
Somewhat less prepared
Much less prepared
Don't know
Refused
Total
15%
23%
20%
18%
22%
1%
0%
Gen X
17%
21%
19%
19%
23%
1%
0%
Boomer
14%
25%
19%
16%
24%
1%
0%
Q12A:
Researched Social Security benefits [IF NEEDED: For each of the following ways to prepare
for your retirement years, please tell me whether or not you have done each one.]
Have
Have not
Don't know
Refused
Total
58%
42%
0%
0%
Gen X
43%
56%
0%
0%
Boomer
66%
34%
0%
0%
Q12B:
Researched Medicare benefits [IF NEEDED: For each of the following ways to prepare for
your retirement years, please tell me whether or not you have done each one.]
Have
Have not
Don't know
Refused
Total
36%
64%
0%
0%
Gen X
24%
76%
0%
0%
Boomer
43%
56%
1%
0%
Q12C:
Written out a clear plan including a budget for your retirement [IF NEEDED: For each of the
following ways to prepare for your retirement years, please tell me whether or not you have
done each one.]
Have
Have not
Don't know
Refused
Total
23%
77%
0%
0%
Gen X
23%
77%
0%
0%
Boomer
20%
80%
0%
0%
Q12D:
Discussed your concerns about retirement with your life partner or family [IF NEEDED: For
each of the following ways to prepare for your retirement years, please tell me whether or not
you have done each one.]
Have
Have not
Don't know
Refused
Total
63%
36%
0%
0%
Gen X
61%
39%
0%
0%
Boomer
62%
37%
1%
0%
Q12E:
Made decisions about where you will live in retirement [IF NEEDED: For each of the
following ways to prepare for your retirement years, please tell me whether or not you have
done each one.]
Have
Have not
Don't know
Refused
Total
48%
51%
0%
0%
Gen X
38%
62%
0%
0%
Boomer
53%
47%
1%
0%
Q12F:
Made a plan for how you will be cared for should you become sick, disabled or be unable to
care for yourself[ IF NEEDED: For each of the following ways to prepare for your retirement
years, please tell me whether or not you have done each one.]
Have
Have not
Don't know
Refused
Total
37%
62%
1%
0%
Gen X
36%
63%
1%
0%
Boomer
35%
64%
0%
0%
Q13A:
I work with a professional financial planner to help with my retirement [IF NEEDED: Tell
me whether it does or does not apply to you.]
Does apply to you

Does not apply to you
Don't know
Refused
Total
30%
70%
0%
0%
Gen X
31%
69%
0%
0%
Boomer
29%
70%
0%
0%
Q13B (Combined R&N):

I am part of a traditional pension plan through my work that upon retirement will provide me
with a guaranteed monthly income [IF NEEDED: Tell me whether it does or does not apply
to you.]
Does apply to you

Don't know
Refused
Total
46%
54%
0%
0%
Gen X
40%
60%
0%
0%
Boomer
49%
50%
0%
0%
Q13C:
I have an I-R-A, 401k [four-oh-one-kay] or 403b [four-oh-three-bee] defined contribution
plan through work that both I and my employer can or were able to contribute to[IF
NEEDED: Tell me whether it does or does not apply to you.]
Does apply to you

Don't know
Refused
Total
57%
42%
1%
0%
Gen X
57%
42%
2%
0%
Boomer
59%
41%
0%
0%
Q13D (Combined R&N):

I expect my social security benefits to fund the majority of my expenses in retirement [IF
Does apply to you

Don't know
Refused
Total
35%
62%
3%
0%
Gen X
31%
66%
3%
0%
Boomer
36%
60%
3%
0%
Q13DR:
My social security benefits currently fund the majority of my expenses in retirement [IF
Total
Gen X
Boomer
Does apply to you

Don't know
Refused
Q13E:
I have purchased long-term care insurance [IF NEEDED: Tell me whether it does or does not
apply to you.]
Does apply to you

Don't know
Refused
Total
18%
81%
1%
0%
Gen X
19%
81%
0%
0%
Boomer
16%
83%
1%
0%
Q14:
Now thinking about how much money you and your household needs to confidently retire or
maintain your current retirement lifestyle on a monthly basis, how much money do you think
you and your household needs to live at the standard of living you expect, per month??
Less than $2,000

At least $2,000 but less than $3,500
$8,000 or more
Don't know
Refused
Total
7%
26%
29%
16%
7%
9%
5%
1%
Gen X
5%
25%
28%
22%
6%
10%
4%
0%
Boomer
8%
29%
30%
13%
7%
6%
7%
1%
Q15:
And thinking about your social security benefits, how much do you and your household
anticipate receiving or do you and your household currently receive per month in social
security?
Less than $200

Between $200 and $500 per month
Between $500 and $1,000 per month
Between $1,000 and $1,500 per
month
month
More than $2,000 per month
Don't know
Refused
Total
6%
3%
14%
16%
Gen X
9%
4%
15%
12%
Boomer
5%
3%
13%
19%
16%
13%
18%
23%
20%
2%
16%
31%
2%
28%
12%
3%
Q16:
According to investment experts, the average American couple can expect to pay $476 per
month in out of pocket health care expenses over the course of their retirement, which
includes the cost of deductibles and copayments, premiums for optional insurance coverage,
out-of-pocket expenses for prescription drugs, and other expenses that Medicare doesn't
cover, such as hearing aids and eyeglasses.... How well prepared would you say you and/or
your partner are to pay for these health care costs during your retirement? Are you very
prepared, somewhat prepared, not very prepared, not at all prepared?
Very prepared
Somewhat prepared
Not very prepared
Not at all prepared
Don't know
Refused
Total
21%
36%
20%
21%
1%
0%
Gen X
18%
33%
23%
25%
1%
0%
Boomer
21%
37%
19%
20%
2%
0%
Q17:
While it is common to talk about `enjoying retirement, in some cases people in retirement
may require services over an extended period of time because they need assistance with
regular daily activities, like bathing, dressing, preparing meals or eating. If you or a family
member needed long-term services and supports like these, how would you prefer to receive
that care?
At home, with help from family or

friends
At home, with help from family,
friends AND home care professionals
In a residential care facility such as a
board and care home or assisted living
In a nursing home
Someplace else
Don't know
Refused
Total
32%
Gen X
29%
Boomer
34%
55%
58%
55%
6%
6%
6%
2%
0%
4%
1%
3%
0%
3%
1%
1%
0%
4%
0%
Q18:
Medicare generally does not cover long-term care. Costs vary greatly depending on how you
receive this type of care, whether it is home-based care, assisted living, or a nursing home.
Please stop me when I say the amount you would be prepared to pay per year on long-term
care if you or a family member needed it.
No more than $10,000 per year

year
year
Between $100,000 and $150,000 per
year
Between $150,000 and $200,000 per
year
More than $200,000 per year
Don't know
Refused
Total
39%
31%
Gen X
37%
34%
Boomer
42%
29%
9%
10%
8%
3%
3%
3%
1%
1%
1%
2%
15%
1%
3%
12%
0%
1%
15%
2%
Q19:
Do you plan on living in New York State when you retire:
Total
Gen X
Full time
36%
32%
Part time
13%
12%
Not at all
34%
38%
Don't know
17%
18%
Refused
0%
0%
Boomer
42%
15%
26%
16%
0%
Q20:
How confident are you that you will receive the money from Social Security that as of today
you have been promised by the United States Government. Are you very confident,
somewhat confident, not very confident, or not at all confident?
Very confident
Somewhat confident
Not very confident
Not at all confident
Don't know
Refused
Total
26%
33%
20%
20%
1%
0%
Gen X
15%
28%
26%
31%
1%
0%
Boomer
32%
39%
17%
11%
1%
0%
10
Q21:
How confident are you that Medicare will provide you with the quality of medical care that
you will require? Are you very confident, somewhat confident, not very confident, or not at
all confident?
Very confident
Somewhat confident
Not very confident
Not at all confident
Don't know
Refused
Total
14%
39%
27%
17%
3%
0%
Gen X
10%
36%
28%
23%
2%
0%
Boomer
16%
42%
27%
12%
3%
0%
Q22A:
The prevalence of age discrimination in the workplace [IF NEEDED: Is this a very
significant problem for New Yorkers, a somewhat significant problem, a not very significant
problem, or not at all a significant problem?]
Very significant problem

Somewhat significant problem
Not very significant problem
Not at all significant problem
Don't know
Refused
Total
27%
36%
20%
10%
6%
0%
Gen X
25%
36%
21%
13%
4%
0%
Boomer
29%
36%
21%
7%
7%
0%
Q22B:
The affordability of long-term care in New York State [IF NEEDED: Is this a very significant
problem for New Yorkers, a somewhat significant problem, a not very significant problem,
or not at all a significant problem?]

Don't know
Refused
Total
Gen X
Boomer
61%
24%
3%
3%
8%
0%
59%
28%
4%
3%
6%
0%
65%
19%
2%
3%
10%
0%
Q22C:
The prevalence of fraudulent activities, or ``scams, including identity theft [IF NEEDED: Is
this a very significant problem for New Yorkers, a somewhat significant problem, a not very
significant problem, or not at all a significant problem?]
Total
Gen X
Boomer
63%
55%
69%
27%
32%
22%
5%
6%
4%
3%
5%
1%
Don't know
2%
2%
3%
Refused
0%
0%
0%
11
Q22D:
The availability of affordable housing in New York State [IF NEEDED: Is this a very
significant problem for New Yorkers, a somewhat significant problem, a not very significant
problem, or not at all a significant problem?]

Don't know
Refused
Total
60%
26%
7%
4%
3%
0%
Gen X
58%
29%
8%
4%
1%
0%
Boomer
60%
25%
7%
4%
4%
0%
Q22E:
The affordability of health care in New York State [IF NEEDED: Is this a very significant
problem for New Yorkers, a somewhat significant problem, a not very significant problem,
or not at all a significant problem?]

Don't know
Refused
Total
62%
28%
6%
2%
2%
0%
Gen X
65%
25%
6%
2%
2%
0%
Boomer
62%
27%
6%
1%
4%
0%
Q22F:
People saving enough for retirement [IF NEEDED: Is this a very significant problem for New
Yorkers, a somewhat significant problem, a not very significant problem, or not at all a
significant problem?]

Don't know
Refused
Total
69%
20%
3%
5%
3%
0%
Gen X
67%
22%
3%
6%
1%
0%
Boomer
70%
20%
4%
3%
4%
0%
12
Q22G:
The likelihood that social security will remain available for future generations [IF NEEDED:
Is this a very significant problem for New Yorkers, a somewhat significant problem, a not
very significant problem, or not at all a significant problem?]

Don't know
Refused
Total
56%
26%
10%
5%
4%
0%
Gen X
58%
25%
7%
5%
4%
0%
Boomer
54%
27%
12%
4%
3%
0%
Q23A:
Keeping housing costs affordable [IF NEEDED: How would you rate the job your elected
officials are doing. Would you rate their job performance as excellent, good, fair or poor?]
Excellent
Good
Fair
Poor
Don't know
Refused
Total
2%
11%
30%
54%
3%
0%
Gen X
2%
9%
27%
59%
2%
0%
Boomer
2%
13%
34%
46%
4%
0%
Q23B:
Controlling medical costs [IF NEEDED: How would you rate the job your elected officials
are doing. Would you rate their job performance as excellent, good, fair or poor?]
Excellent
Good
Fair
Poor
Don't know
Refused
Total
1%
12%
28%
58%
1%
0%
Gen X
1%
11%
30%
56%
1%
0%
Boomer
0%
16%
23%
59%
1%
0%
Q23C:
Making sure social security is available for future generations [IF NEEDED: How would you
rate the job your elected officials are doing. Would you rate their job performance as
excellent, good, fair or poor?]
Excellent
Good
Fair
Poor
Don't know
Refused
Total
3%
13%
33%
46%
5%
0%
Gen X
4%
9%
31%
50%
6%
0%
Boomer
3%
18%
35%
41%
4%
0%
13
Q23D:
Protecting citizens from fraudulent activities, or scams including identity theft [IF NEEDED:
How would you rate the job your elected officials are doing. Would you rate their job
performance as excellent, good, fair or poor?]
Excellent
Good
Fair
Poor
Don't know
Refused
Total
2%
19%
39%
36%
4%
0%
Gen X
3%
20%
39%
35%
3%
0%
Boomer
2%
19%
40%
35%
4%
0%
Q23E:
Protecting older workers from age discrimination in the workplace [IF NEEDED: How
would you rate the job your elected officials are doing. Would you rate their job
performance as excellent, good, fair or poor?]
Excellent
Good
Fair
Poor
Don't know
Refused
Total
3%
19%
39%
28%
10%
1%
Gen X
3%
19%
42%
27%
9%
0%
Boomer
3%
21%
37%
27%
10%
1%
Q23F:
Making it possible for New Yorkers to save enough for retirement [IF NEEDED: How would
you rate the job your elected officials are doing. Would you rate their job performance as
excellent, good, fair or poor?]
Excellent
Good
Fair
Poor
Don't know
Refused
Total
1%
9%
31%
52%
5%
1%
Gen X
2%
7%
29%
57%
4%
1%
Boomer
1%
13%
32%
46%
6%
1%
Q23G:
Ensuring there are adequate services and supports to enable seniors to stay in their homes as
they age[IF NEEDED: How would you rate the job your elected officials are doing. Would
you rate their job performance as excellent, good, fair or poor?]
Excellent
Good
Fair
Poor
Don't know
Refused
Total
3%
16%
36%
39%
6%
0%
Gen X
3%
13%
36%
40%
7%
0%
Boomer
2%
19%
37%
35%
6%
1%
14
Q23H:
Keeping utilities including heat, electric, cable television, internet and phone affordable for
New Yorkers[IF NEEDED: How would you rate the job your elected officials are doing.
Would you rate their job performance as excellent, good, fair or poor?]
Excellent
Good
Fair
Poor
Don't know
Refused
Total
2%
13%
38%
45%
1%
1%
Gen X
4%
14%
36%
45%
1%
1%
Boomer
1%
12%
41%
45%
1%
0%
Q24:
One idea to help New York workers without access to a retirement savings plan is to create a
state facilitated retirement savings plan, which would work similar to a state college savings
plan where people contribute into a retirement account that is professionally managed. It
would be voluntary and open to any worker choosing to enroll in the plan. The plan would be
self-funded and would not cost taxpayer dollars. Would you support or oppose this type of
plan?
Total
Gen X
Boomer
Support
82%
83%
81%
Oppose
14%
12%
15%
Don't know
4%
4%
4%
Refused
0%
0%
0%
Q25:
Overall, the government has done a good job preparing for the retirement of the Baby
Boomer generation, those born between 1946 and 1964.[IF NEEDED: Please tell me whether
you strongly agree, somewhat agree, somewhat disagree, or strongly disagree.]
Strongly agree
Somewhat agree
Somewhat disagree
Strongly disagree
Don't know
Refused
Total
10%
37%
25%
25%
3%
0%
Gen X
11%
36%
24%
26%
3%
0%
Boomer
9%
38%
25%
25%
2%
1%
15
Q26:
Overall, the government has done a good job preparing for the retirement of Generation Xers,
those born between 1965 and 1980. [IF NEEDED: Please tell me whether you strongly agree,
somewhat agree, somewhat disagree, or strongly disagree.]
Strongly agree
Somewhat agree
Somewhat disagree
Strongly disagree
Don't know
Refused
Total
5%
27%
28%
36%
4%
0%
Gen X
6%
29%
27%
35%
2%
0%
Boomer
4%
24%
30%
37%
4%
1%
Q27:
Now thinking about the upcoming Presidential election, with Hillary Clinton on the
Democratic line and Donald Trump on the Republican line, who do you think would do a
better job addressing the retirement needs of seniors?
Hillary Clinton
Donald Trump
Don't know
Refused
Total
55%
30%
12%
3%
Gen X
56%
28%
13%
3%
Boomer
56%
32%
9%
3%
Q28:
And who do you think would do a better job protecting Social Security?
Hillary Clinton
Donald Trump
Don't know
Refused
Total
57%
31%
10%
2%
Gen X
59%
30%
8%
3%
Boomer
55%
33%
9%
3%
Q29:
A family caregiver is someone who provides UNPAID care for an ADULT loved one who is
ill, frail, or has a disability. This unpaid care may include assisting with personal needs like
bathing and dressing, household chores, meals, shopping, transportation, or managing
finances or medical care. Are you currently a family caregiver?
Yes
No
Don't know
Refused
Total
21%
79%
0%
0%
Gen X
20%
80%
0%
0%
Boomer
22%
78%
0%
0%
16
Q30:
Have you ever been a family caregiver?
Yes
No
Don't know
Refused
Total
40%
60%
0%
0%
Gen X
29%
71%
0%
0%
Boomer
47%
53%
0%
0%
Q31:
What is the age of the person you are providing care for?INTERVIEWER: ENTER AGE IN
BOX AT BOTTOM OF SCREENIF MORE THAN ONE PERSON: "What is the age of the
oldest person you are providing care for?"
Under 60
60 or older
Don't know
Refused
Total
26%
74%
0%
0%
Gen X
33%
67%
0%
0%
Boomer
20%
80%
0%
0%
Q32:
How likely do you think it is that you will provide any caregiving or assistance on an unpaid
basis for an adult loved one in the future? Is it very likely, somewhat likely, not very likely,
or not at all likely?
Total
Gen X
Boomer
Very likely
37%
44%
34%
Somewhat likely
30%
31%
27%
Not very likely
18%
14%
22%
Not at all likely
13%
11%
14%
Don't know
1%
0%
3%
Refused
0%
0%
0%
Q33A:
Assistance with providing transportation [IF NEEDED: How helpful would the following
types of caregiving support be or have been to you? Very helpful, somewhat helpful, not very
helpful, or not at all helpful?
Total
Gen X
Boomer
Very helpful
44%
51%
40%
Somewhat helpful
28%
27%
30%
Not very helpful
11%
7%
12%
Not at all helpful
14%
13%
15%
Don't know
2%
2%
2%
Refused
1%
0%
1%
17
Q33B:
Assistance with understanding how to manage medications [IF NEEDED: How helpful
would the following types of caregiving support be or have been to you? Very helpful,
somewhat helpful, not very helpful, or not at all helpful?
Total
Gen X
Boomer
Very helpful
39%
42%
38%
Somewhat helpful
31%
28%
32%
Not very helpful
12%
12%
11%
Not at all helpful
14%
14%
13%
Don't know
4%
4%
3%
Refused
1%
0%
1%
Q33C:
Information about available resources for caregivers in your community [IF NEEDED: How
helpful would the following types of caregiving support be or have been to you? Very
helpful, somewhat helpful, not very helpful, or not at all helpful?
Total
Gen X
Boomer
Very helpful
49%
55%
45%
Somewhat helpful
31%
29%
34%
Not very helpful
9%
6%
11%
Not at all helpful
7%
8%
6%
Don't know
4%
3%
4%
Refused
1%
0%
1%
Q33D:
Respite [res-pit] care or breaks from caregiving responsibilities [IF NEEDED: How helpful
would the following types of caregiving support be or have been to you? Very helpful,
somewhat helpful, not very helpful, or not at all helpful?
Total
Gen X
Boomer
Very helpful
47%
49%
45%
Somewhat helpful
28%
29%
29%
Not very helpful
8%
5%
10%
Not at all helpful
11%
12%
10%
Don't know
5%
5%
5%
Refused
1%
0%
2%
Q33E:
Assistance with providing meals [IF NEEDED: How helpful would the following types of
caregiving support be or have been to you? Very helpful, somewhat helpful, not very helpful,
or not at all helpful?
Total
Gen X
Boomer
Very helpful
35%
33%
34%
Somewhat helpful
31%
26%
37%
Not very helpful
14%
16%
12%
Not at all helpful
19%
23%
16%
Don't know
1%
2%
1%
Refused
0%
0%
1%
18
Q33F:
Assistance with managing household chores [IF NEEDED: How helpful would the following
types of caregiving support be or have been to you? Very helpful, somewhat helpful, not very
helpful, or not at all helpful?
Total
Gen X
Boomer
Very helpful
36%
37%
34%
Somewhat helpful
34%
31%
40%
Not very helpful
11%
12%
10%
Not at all helpful
16%
17%
14%
Don't know
2%
3%
2%
Refused
0%
0%
0%
REGV:
Are you registered to vote in New York State?
Total
Yes
90%
No
9%
Don't know/ Refused
0%
Gen X
88%
12%
0%
Boomer
93%
7%
0%
Total
43%
25%
20%
5%
Gen X
43%
22%
24%
5%
Boomer
45%
26%
18%
4%
7%
6%
7%
PARTY:
Are you currently enrolled to vote as a:
Democrat
Republican
Independent (No party)
or as a member of another political
party
Refused
LIKELY:
How likely would you say you are to vote in the November Election for President? Would
you say you are almost certain to vote, very likely to vote, somewhat likely to vote, not very
likely to vote, or not at all likely to vote?
Total
Gen X
Boomer
Almost certain
66%
65%
66%
Very likely
21%
20%
25%
Somewhat likely
5%
7%
5%
Not very likely
3%
4%
2%
Not at all likely
4%
5%
2%
Don't know/Refused
1%
1%
1%
19
CELLLL:
Is there at least one telephone INSIDE your home that is currently working and is not a cell
phone?
Excellent
Good
Fair
Poor
Don't know
Refused
Total
28%
45%
21%
5%
0%
1%
Gen X
27%
49%
17%
5%
0%
1%
Boomer
31%
40%
24%
5%
0%
1%
Total
59%
33%
7%
1%
Gen X
55%
37%
7%
1%
Boomer
60%
30%
9%
1%
LLCELL:
Do you have a working cell phone?
Own
Rent
Other
Refused
IDEO:
When it comes to most political issues, would you describe yourself as a:
Total
Gen X
Boomer
Liberal
25%
31%
21%
Moderate
35%
32%
41%
Conservative
32%
30%
30%
Don't know/Refused
7%
6%
8%
Liberal
25%
31%
21%
HEALTH:
Relative to other people your age, would you describe your overall health as excellent, good,
fair, or poor?
Total
Gen X
Boomer
Excellent
28%
27%
31%
Good
45%
49%
40%
Fair
21%
17%
24%
Poor
5%
5%
5%
Don't know
0%
0%
0%
Refused
1%
1%
1%
OWN:
Do you own your home, rent, or have some other living situation?
Total
Gen X
Own
59%
55%
Rent
33%
37%
Other
7%
7%
Refused
1%
1%
Boomer
60%
30%
9%
1%
20
EDUC:
Please stop me when I say the highest educational level which you have completed:
Total
Gen X
Boomer
Grade school
5%
5%
3%
High school
33%
27%
37%
Some college or trade school
27%
27%
28%
Bachelors' degree
17%
21%
15%
Graduate or Professional degree
17%
19%
17%
HHCOMP:
How many people, including adults and children, are living in your household?
Total
Gen X
Boomer
One
19%
14%
22%
Two
31%
19%
38%
Three
17%
16%
19%
Four
18%
26%
12%
Five
8%
11%
6%
Six
4%
8%
1%
Seven
1%
1%
0%
Eight or more
1%
2%
1%
Refused
1%
1%
1%
MARITAL:
What is your current marital status?
Married
Not married, living with your partner
or significant other
Separated
Divorced
Widowed
Or are you currently single and never
married
Not sure
Refused
Total
55%
Gen X
54%
Boomer
56%
9%
11%
6%
4%
11%
4%
4%
8%
2%
3%
14%
6%
15%
20%
13%
0%
1%
0%
1%
0%
1%
AARPMEM:
Are you or your spouse or partner currently a member of A-A-R-P?
Total
Gen X
Yes
29%
8%
No
69%
90%
Don't know
1%
1%
Refused
1%
1%
Yes
29%
8%
Boomer
43%
55%
2%
1%
43%
21
LGBT:
Of the following, do you consider yourself to be:
Total
Heterosexual or straight
93%
Lesbian
0%
Gay
1%
Bi-sexual
1%
Other
0%
Not sure
0%
Refused
4%
Gen X
93%
0%
2%
1%
1%
0%
3%
Boomer
95%
0%
0%
0%
0%
0%
4%
INCOME:
Which of the following general income categories is your total household income before
taxes?[IF NEEDED: "I just want to remind you that you are completely anonymous. We
only use this information in aggregate form to ensure we have a representative group of New
Yorkers."]
Total
Gen X
Boomer
Under $40,000
26%
24%
27%
At least $40,000 but under $80,000
26%
20%
29%
At least $80,000 but under $120,000
19%
21%
18%
$120,000 or more
21%
27%
18%
Don't know
2%
2%
1%
Refused
7%
6%
6%
GENDER:
[RECORD GENDER: BY OBSERVATION]IF UNSURE: To ensure it is recorded
accurately, could you please state your gender?
Total
Gen X
Boomer
Male
48%
49%
47%
Female
52%
51%
53%
22

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2016 Ny Retirement Preparedness Survey Aq

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AARP New York State Boomer and Gen Xer Retirement Preparedness Survey

Conducted by Siena College Research Institute

Very serious impact on your financial

Very serious impact on your financial

Very serious impact on your financial

Very serious impact on your financial

Very serious impact on your financial

Very serious impact on your financial

Much more prepared

Does apply to you

Q13B (Combined R&N):

Does apply to you

Does apply to you

Q13D (Combined R&N):

Does apply to you

Does apply to you

Does apply to you

Less than $2,000

Less than $200

At home, with help from family or

No more than $10,000 per year

Very significant problem

Very significant problem

Very significant problem

Very significant problem

Very significant problem

Very significant problem

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