Retirement Preparedness Quiz

Welcome to your Retirement Preparedness Quiz

Name
Email
Phone
Occupation
Employer

Do you have an estimated life expectancy?

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Do you stress test your retirement portfolios regularly?

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Are you aware of the tax implications within your retirement portfolios?

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Is your retirement plan in writing and defined?

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Have you strategized on when to claim social security benefits?

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Is your cash-flow plan written within your retirement plan?

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Do you have an adequate health insurance coverage plan for retirement?

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Are your long-term care risks considered within your written retirement plan?

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Do you have multi-generational plans or charitable wishes in writing?

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Are all estate documents currently in good order?

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Address

Find Us

8777 East Via De Ventura #350

Scottsdale, Arizona 85258

Contact

Get In Touch

(480) 470-6200
info@alphasquaredcapital.com
M-F: 7am-5pm

Alpha Squared Capital  is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Alpha Squared Capital and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Alpha Squared Capital  unless a client service agreement is in place.