Invest to Build Wealth
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Invest to Build Wealth
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Question 1 of 12
1. Question
Do you have a comprehensive financial plan?
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Question 2 of 12
2. Question
Do you have strategies for investing as part of a comprehensive financial plan?
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Question 3 of 12
3. Question
Do you have a financial plan for retirement income?
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Question 4 of 12
4. Question
Do you have personal investments as part of retirement income?
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Question 5 of 12
5. Question
Do you have employer-sponsored retirement savings plans (such as pension, 401K, 403B, 457B, SEP IRA, SIMPLE IRA, etc.)?
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Question 6 of 12
6. Question
Do you take full advantage of your employer’s matching contributions to employer- sponsored retirement savings plans?
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Question 7 of 12
7. Question
Do you know your employer’s vesting schedules for your retirement plan?
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Question 8 of 12
8. Question
Do you know how the time value of money applies to retirement planning?
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Question 9 of 12
9. Question
Do you invest on the retirement at the earliest possible time?
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Question 10 of 12
10. Question
Do you know how to roll over your employer-sponsored retirement savings plans if you leave your current employment?
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Question 11 of 12
11. Question
Do you know how economic conditions and business factors affect the market value of a stock?
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Question 12 of 12
12. Question
Do you know the consequences of delaying investment for retirement?
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