Retirement Review

Retirement Review

Free Retirement Review

• 1. My level of confidence on being prepared for retirement is:*Great, I’ve done everything I can to be readyGood, I feel somewhat prepared for retirementJust OK, I probably should be doing more to get readyNot good, I need help getting caught up to where I should be
• 2. My investments total:*Less than $100,000Between $100,00 – $250,000Between $250,000 – $500,000Over $500,000
• 3. My investments are comprised of:*All fixed-income securities, like bonds and bond-like instrumentsMostly bonds with a few stocks or stock mutual funds mixed inMostly stocks with a few bonds mixed inAll stocks and stock mutual funds
• 4. If a financial emergency were to come up, I would:*Be OK, I’ve saved enough to cover a few months of expensesHave to cut back on unnecessary spending to make ends meetHave to use my credit cards to cover the expensesHave to ask friends or family for help
• 5. How much do you think you’ll need to achieve a comfortable retirement?*$50,000 – $350,000$350,000 – $700,000$700,000 – $1 Million$1 Million or More
• 6. When it comes to selecting investments, I tend to go with the options that:*Offer very little risk of loss, or guarantee return of my principalAre relatively safe and offer little risk of lossOffer a good potential rate of return with a little riskOffer the highest rate of return regardless of risk
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