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  • Top Terms
    • Bankruptcy
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    • Certified Financial Planner (CFP)
    • Fee-Only Financial Advisor
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    • Financial Advisor Cost
    • Financial Advisor Types
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    • Financial Literacy
    • Financial Plan
    • How to Find a Financial Advisor
    • Independent Financial Advisor
    • Personal Finance
    • Registered Investment Advisors (RIA)
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    Top Locations
    • Financial Advisor New York, NY
    • Financial Advisor Chicago, IL
    • Financial Advisor Phoenix, AZ
    • Financial Advisor San Antonio, TX
    • Financial Advisor Dallas, TX
    • Financial Advisor Los Angeles, CA
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    • Financial Advisor Philadelphia, PA
    • Financial Advisor San Diego, CA
    • Financial Advisor San Jose, CA
    All Financial Advisor Locations
  • Top Terms
    • Annual Percentage Rate (APR)
    • Annual Percentage Yield (APY)
    • Anti-Money Laundering (AML)
    • Automated Clearing House
    • Bank Statement
    • Banking Fees
    • Banks vs Credit Unions
    • Central Bank
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    • Credit Report
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    Top Locations
    • Banks And Credit Unions New York, NY
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  • Top Terms
    • Beneficiary
    • Escheatment
    • Estate Administration
    • Estate Planning Cost
    • Executor
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    • Per Stirpes vs Per Capita
    • Power of Attorney
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    • Stepped-Up Basis
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    Top Locations
    • Estate Planning Lawyer New York, NY
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    • Estate Planning Lawyer Phoenix, AZ
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  • Top Terms
    • Annuity
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    • Types of Annuities
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    Top Locations
    • Insurance Broker New York, NY
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  • Top Terms
    • Applicable Federal Rate
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    • Collateral
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    • Fannie Mae
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    • Home Equity Line of Credit
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    • Line of Credit Interest Rates
    • Loan to Value Ratio
    • Mortgage Approval
    • Mortgage and Lending Terms
    • Underwriting Process
    • Unsecured Loan
    • Warranty Deed
    Top Locations
    • Mortgage Broker New York, NY
    • Mortgage Broker Chicago, IL
    • Mortgage Broker Phoenix, AZ
    • Mortgage Broker San Antonio, TX
    • Mortgage Broker Dallas, TX
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    • Mortgage Broker San Diego, CA
    • Mortgage Broker San Jose, CA
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  • Top Terms
    • 401(k)
    • Catch-up Contributions
    • Contribution Limits
    • Defined-Benefit Plans
    • Defined-Contribution Plans
    • Financial Planning for Retirement
    • Individual Retirement Account (IRA)
    • Pensions
    • Profit Sharing Plan
    • Qualified Retirement Plans
    • Required Minimum Distribution
    • Retirement Advisor
    • Retirement Income Planning
    • Roth IRA
    • Social Security
    Top Locations
    • Retirement Planning New York, NY
    • Retirement Planning Chicago, IL
    • Retirement Planning Phoenix, AZ
    • Retirement Planning San Antonio, TX
    • Retirement Planning Dallas, TX
    • Retirement Planning Los Angeles, CA
    • Retirement Planning Houston, TX
    • Retirement Planning Philadelphia, PA
    • Retirement Planning San Diego, CA
    • Retirement Planning San Jose, CA
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  • Top Terms
    • 1035 Exchange
    • 501(c)(3) Organizations
    • Business Entity
    • Capital Gains Tax
    • Estate Tax
    • Gift Tax
    • Gross Annual Income
    • Individual Federal Income Taxes
    • Internal Revenue Service (IRS)
    • Tax Brackets
    • Tax Consultants
    • Tax Planning
    • Tax Risk Management
    • Taxes
    • Wash-Sale Rule
    Top Locations
    • Tax Services New York, NY
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    • Tax Services Phoenix, AZ
    • Tax Services San Antonio, TX
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  • Top Terms
    • Asset Allocation
    • Asset Management
    • Assets Under Management
    • Bonds
    • Cryptocurrency
    • Diversification
    • Exchange Traded Fund (ETF)
    • Financial Ratios
    • Investment Advisory
    • Investment Management
    • Investment Risk
    • Investments
    • Mutual Fund
    • Stocks
    • Valuation
    Top Locations
    • Wealth Management New York, NY
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Part 1: Tell Us More About Yourself

What is your age?

Part 1: Tell Us More About Yourself

Are you married?

Part 1: Tell Us More About Yourself

Do you have any children under 18?

Part 1: Tell Us More About Yourself

Do you own a business?

Part 1: Tell Us More About Yourself

Which activity is most important to you during retirement?

Part 2: Your Current Nest Egg

Do you own your home?

Part 2: Your Current Nest Egg

What is the approximate value of your cash savings and other investments?

Pro tip: A portfolio often becomes more complicated when it has more investable assets. Please answer this question to help us connect you with the right professional.

Part 3: Confidence Going Into Retirement

How comfortable are you with investing?

Part 3: Confidence Going Into Retirement

How confident are you in your long term financial plan?

Part 3: Confidence Going Into Retirement

What is your risk tolerance?

Part 3: Confidence Going Into Retirement

How much are you saving for retirement each month?

Part 3: Confidence Going Into Retirement

How much will you need each month during retirement?

Part 4: Getting Your Retirement Ready

What is your current financial priority?

Part 4: Getting Your Retirement Ready

Do you already work with a financial advisor?

Part 4: Getting Your Retirement Ready

Which of these is most important for your financial advisor to have?

Part 4: Getting Your Retirement Ready

Would you prefer to work with a financial professional remotely or in-person?

Part 4: Getting Your Retirement Ready

What's your zip code?

Part 4: Getting Your Retirement Ready

Where should we send your answer?

Submit to get your retirement-readiness report.

A financial professional will be in touch to help you shortly.

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