Wealthy Choices® Retired Survey:


Do you have more than two months of living expenses available in savings?
Yes No
Are you spending less than 40% on debt, such as mortgages, credit cards, etc.?
Yes No
Do you have a plan for handling long-term medical care?
Yes No
Is your money invested to provide both income and growth so you can keep up with inflation?
Yes No
Are you confident that your money will outlast you if you continue to spend at your current rate?
Yes No


answers

 

 

 

 

 

 

Wealthy Choices® LLC, Penelope S. Tzougros, PhD, ChFC, CLU, 130 Turner Street, Building 3, Suite 230, Waltham, MA 02454. Phone: 781-893-0909 ext. 238. EMail: penelope@wealthychoices.com
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