Here are 9 basic questions you must be able to answer for a safe and secure retirement, so you can stop worrying about your money:
#1 – How much money can you safely take out of your assets for income?
#2– How long will your money last?
#3– Does your portfolio guarantee you won’t run out of income for as long as you live?
#4– How can you protect your assets against volatility and large losses?
#5– How much income tax will you pay on the income from your assets?
#6 – How much will you lose in the next big stock market drop?
#7– Is it OK to start spending some of your money?
#8– How much in total fees do you pay and how can you reduce them?
#9 – What will happen to your finances, if you or your spouse passes away?
If you can’t answer these questions, it means your plan is based on hope and luck. If you want a plan that will answer these questions in writing, call us today.
VIP Financial
www.vipfinancials.com
402.547.0395
Financial Advisor in Parker Colorado
Investment Planning