Will Your Current Income Strategy Last as Long as You Do? Perhaps We Can Help You!
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How Did You Score?
If you scored 10 or more, you are almost certainly facing some form of significant financial issues, and you would likely benefit greatly from a no-cost Complete Planning Review (CPR) from our team of highly trained professionals.
If you scored 3 to 9, you may potentially be at risk for problems that could affect your savings, your retirement and your family planning wealth transfer goals. It may be wise, at this point, to take advantage of a no-cost Complete Planning Review (CPR) to help ensure that problems don’t arise in the future.
If you scored 3 or less, you are likely not exposed to severe planning mistakes that can have significant financial impact on you, your spouse and ultimately your family.
Question 1 of 20
Do you have any medical problems that increase your risk for needing longterm care?
Question 2 of 20
Has anyone in your family had Alzheimer’s, ALS, Parkinson’s, cancer, a stroke, a heart attack or a broken hip?
Question 3 of 20
Have you lost money in the stock market or in mutual funds over the last five years?
Question 4 of 20
Are you worried about government spending?
Question 5 of 20
Do you pay tax on your Social Security income?
Question 6 of 20
Are you aware of the Medicare trust fund covering hospital expenses is projected to run out in 2024?
Question 7 of 20
Are you worried about your family’s financial well-being in the future?
Question 8 of 20
Are you aware Social Security is unfunded and has notified the public that it will be totally broke in 2035?
Question 9 of 20
If you died tomorrow, would your spouse lose more than 20% of your current household income?
Question 10 of 20
Do you know a family that lost their home because of costs associated with long-term care?
Question 11 of 20
Are you concerned about how your estate will be distributed after your death?
Question 12 of 20
Have you reviewed your existing budget to determine how inflation will factor into your overall spending?
Question 13 of 20
Does your IRA include a variable annuity?
Question 14 of 20
Are you the owner of your life insurance?
Question 15 of 20
Do you own B-share or C-share mutual funds?
Question 16 of 20
Do you have a durable/financial power of attorney?
Question 17 of 20
Are your kids’ names on your bank accounts, brokerage accounts or property deeds?
Question 18 of 20
Have you gifted accounts to your children where you have transferred your cost basis and subjected the account to excessive capital gains tax?
Question 19 of 20
If you have long-term care insurance, does the premium adjust based on the profitability of the insurer?
Question 20 of 20
Have you seen, in person, your financial advisor in the last 12 months?