Take the Retirement Quiz!

1. How would you describe your retirement plan?

A bunch of stuff we’ve bought over the years.

Probably fine, my broker works for a big bank.

Well-coordinated and organized. I know the role each asset plays in helping me achieve my goals.

2. How do you feel when the stock market declines?

Not bothered at all. My assets are segmented for income, capital preservation and growth.

No sweat. I’m sure my broker will move me in and out at the right time.

The stock market declined? Is that good or bad? I’m not really a numbers person.

3. Do you have a withdrawal and income plan established for retirement?

My broker mentioned dividends. Or interest. Or something like that. Maybe I should give him a call…

My assets are structured to provide income to cover my basic living expenses first. I need to know that these expenses are covered regardless of outside forces (stock market, interest rates, oil prices, etc).

My plan is to withdraw the money and then spend the money. Whats so hard about that?

4. I understand the research and data behind my investment plan:

Agree

Disagree

Didn’t I mention that my broker watches this stuff? I’m pretty sure he’s got it under control. I really should call that guy…

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Steve Killiany & Dave Murray

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Dave Murray: (240) 252-7831

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC in AL, AZ, CA, CO, DC, FL, IL, IN, MA, MD, MI, NC, NV, NY, OH, PA, PR, SC, SD, TN, TX, UT, VA, WV.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Capitol Retirement Strategies are not affiliated.

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