Which of the following best describes you?
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I'm retired
I'm planning for retirement
What's your current age?
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Less than 50 years old
50-59 years old
60-69 years old
70-79 years old
80+ years old
What's your marital status?
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I'm married
I'm single
I'm divorced
I'm a widow/widower
Excluding Real Estate, what are your current Investment Portfolio assets?
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Less than $100K
$101K - $250K
$251K - $500K
$501K - $1M
$1.1M - $2.5M
Greater than $2.5M
Is your investment portfolio currently setup to provide adequate income in retirement so that you don't outlive your money?
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Yes
I'm not sure...
I don't think it is...
Which of the following best describes your situation?
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I'm currently working with a Financial Advisor right now
I'm not happy with my current Advisor and am looking to make a change
I don't have an Advisor that I'm working with right now
How well diversified is your Portfolio right now? (e.g., Large Cap vs. Small Cap, Growth vs. Value, Equities vs. Fixed Income, Domestic vs. international, etc.)?
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Very well diversified
Not diversified enough
I'm not sure...
Do you have individual holdings that make up 5% (or more) of your retirement portfolio (e.g., employer company stock, any one individual investment, etc.)?
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Yes, I do
No, I don't
I'm not sure...
Is your investment porfolio structured to transition from the "Accumulation Phase" to the "Distribution Phase" of your retirement?
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Yes
I don't think it is...
Is your Retirement Plan fully optimized from a TAX persective (e.g., repurposing accounts in a more tax-advantaged way, taking income in the most tax-advantaged order, etc.)?
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Yes, it is fully tax-optimized
I think there might be additional opportunities...
Speaking of taxes... does your portfolio take advantage of "Tax Loss Harvesting"?
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Yes, it does
No, it doesn't
I'm actually not sure...
Now let's talk about FEES. According to a PBS Frontline Report, an ordinary American can pay as much as $109,407 in retirement FEES to their mutual fund providers over a lifetime. Which best describes you?
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I know what I'm paying in fees and I'm HAPPY with the fees I'm paying
I know what I'm paying in fees and I'm UNHAPPY with the fees I'm paying
I have no idea exactly HOW MUCH I'm paying in fees...
What about "LITTLE KNOWN" fees only revealed in Fund Prospectuses & Revenue Share Disclosures (including 12B-1 Fees, M&E Fees, and other compensation your investment advisor might be receiving)?
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I read every Prospectus/Disclosure cover to cover and know exactly what I'm paying
My Advisor discloses to me ALL fees and compensation he/she is receiving
I'm actually NOT 100% SURE what "Little Known Fees" I might be paying right now...
How far away are you from retirement?
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I'm currently retired
Less than 12 months...
1-2 years away...
2+ years away...
I don't know and need help figuring this out
Last Question... If you had to pick one, which of the following represents your single biggest concern about your retirement right now:
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Running Out of Money...
Suffering Investment Losses...
Not Having a Paycheck Any Longer...
I Have Zero Concerns About My Retirement
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