| 1. How many years until
you will retire?
Over
25 years
18 to 24 years
12 to 17
years
7 to 11
years
Less than 7 years
2. What is your liquid net
worth? (total of stocks, bonds and cash you own)
Over $500,000
$200,000 -
$500,000
Under $200,000
3. In buying a house which
mortgage would you choose?
7%
fixed rate for 30 years
5½% variable
rate
4. How stable
is your Employment Income over the next 10 years?
Very likely I
will be continuously employed.
Probable that I
will be employed most of the next 10 years.
My prospect of
employment is uncertain.
5. If the stock market
& your mutual funds went down 30%, would you ...
Change
your portfolio allocation
Increase
your rate of investing into the same funds
Make no changes
Stop
investing in the funds altogether
6. If one of four mutual
funds that you own went up twice as much as the rest one year, would
you ...
Allocate
more money to the fund that went up
Make no change
to your allocations
Sell some of the
fund that went up
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