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Saturday, 04 July 2009
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Introduce yourself and your family
Your name or nickname
Your gender
Select
Male
Female
Your year of birth
Spouse's year of birth
(leave blank if no spouse)
Children's years of birth (leave blank if no children)
Child 1
Child 2
Child 3
Child 4
Income and Assets
Your annual salary
Dividends and interest income (annual)
Spouse's annual salary
Other income (annual)
Regular accounts
Retirement accounts
Savings
Bonds
APY
%
APY
%
Bonds
CDs/Money Markets
APY
%
APY
%
CDs/Money Markets
Mutual Funds
APY
%
APY
%
Mutual Funds
Brokerage
APY
%
APY
%
Brokerage
Other Assets (excluding home equity)
APY
%
APY
%
Other Assets (excluding home equity)
APY
%
Housing
Do you own or rent?
Monthly mortgage or rent
Select
Own
Rent
If you own your home...
is the interest on your mortgage fixed or variable?
Select
Variable
Fixed
how much is your mortgage interest rate in %?
how much is the market value of your home?
how much is your home equity?
Expenses and Liabilities
Credit cards and revolving accounts
Balance
APR %
Monthly pay (actual)
Credit card 1:
Credit card 2:
Credit card 3:
Credit card 4:
Credit card 5:
Credit card 6:
Credit card 7:
Credit card 8:
Car payments
Remaining
balance
Monthly pay
(actual)
APR %
(if loan)
No car
Own
Lease
Car 1:
No car
Own
Lease
Car 2:
No car
Own
Lease
Car 3:
More Expenses and Liabilities
Other debts and liabilities
Balance
APR
Monthly pay (actual)
Account 1:
Account 2:
Account 3:
Account 4:
Insurance limits and premiums
Amount (self)
Amount (spouse)
Monthly premium
Life insurance:
Limit
Monthly premium
Home owners/renters insurance:
Monthly premium
Other insurance combined (car, health, dental, ...):
Other monthly expenses
Utilities and gas:
Contributions to
regular savings:
Retirement contributions
(401/403/IRAs...):
Retirement Planning
What age do you want to retire?
What age does youe spouse want to retire?
Will you and/or your spouse be elegible for Social Security Retirement benefits?
You
elegible for SS benefits
not elegible for SS benefits
Spouse
elegible for SS benefits
not elegible for SS benefits
Do you or your spouse qualify for a company pension plan? If yes, enter
your pension benefit as a % fraction of today's salary.
You?
Spouse?
%
%
If you plan to work part-time, what fraction of your today's salary
do you plan to earn?
You
Spouse
%
%
What fraction of todays income would you need after your retirement?
%
5 years
from now
, you expect your spending needs will be:
Select
Lower than today
Approximately same as today
Somewhat higher than today
Significantly higher than today
Your risk appetite and tolerance
If you were to invest today, what would you like this investment to do for you?
Select
Protect invested capital and generate some income
Generate large income
Grow invested capital and generate income
Grow invested capital aggressively
5 years from now, you expect your investment value to
Select
Stay securely preserved
Increase a little
Increase moderately
Increase significantly
If you were to invest, the main goal of your investment would be
Select
To safeguard your capital (wealth preservation)
To aid my retirement needs
To grow your capital (wealth accumulation)
What is a time frame for your investment?
Select
Short term (less than 5 years)
Intermediate term (less than 12 years)
Long term (more than 12 years)
In a long run, do you think the US economy will...
Select
Get much worse than it is now
Stay the same
Grow moderately
Grow substantially
Investing in foreign markets...
Select
Is too risky and makes me uncomfortable
While risky, I would not mind to invest a small fraction of my portfolio in foreign markets
Provides opportunities for my investment, I would like to own substantial fraction of foreign stock
If you had $100000 to invest, you would buy investments that...
Select
...preserve money
...generate income with moderate risk
...offer capital appreciation and generate income, and accept higher risks
...promise significant capital growth, and accept substantially high risks
How would you react if the value of your investment decreased by 20%?
Select
I would be very disappointed because I can not tolerate such a financial roller-coaster
Even though I invest with a long-term outlook, it would make me concerned
I invest long-term, the market will rebound someday, and I am ready to accept fluctuations
College Fund
Child 1
Child 2
Child 3
Child 4
Do you plan to support your child's college education?
Select...
Yes
No
Select...
Yes
No
Select...
Yes
No
Select...
Yes
No
Do you plan to send your child to local or to remote campus?
Select...
Home
Remote
Select...
Home
Remote
Select...
Home
Remote
Select...
Home
Remote
Do you plan to send your child to public or to private school?
Select...
Public
Private
Select...
Public
Private
Select...
Public
Private
Select...
Public
Private
Are college savings in 529 plan?
Select...
Yes
No
Select...
Yes
No
Select...
Yes
No
Select...
Yes
No
College fund balance
Monthly contributions
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