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How do you win at the Retirement Game?

We've developed a few short questions that will help you see whether you're on track to win your best retirement. Have what it takes?

Let's Play! Let's Play
Question 1
QUESTION 1

Which pile of money would you
prefer at retirement?

Your Answer

Which pile of money would you prefer at retirement?

$1,006,265
Success!
Yes! Great choice.

The larger the balance of your savings at retirement, the greater your opportunities.

Retirement Chart

Its just math. That’s the difference between an annualized 4% return vs. an 8% return over the next 30 years. Just FYI …. between 1985 and 2015 the average mutual fund investor only achieved 3.66% annualized returns.

*Quantitative Analysis of Investor Behavior Dalbar Inc, 2016

Question 1
QUESTION 2

Which of the two monthly incomes
from your savings would you prefer?

Your Answer

Which of the two monthly incomes from your savings would you prefer?

$3,354/month
Success!
Yes! Great choice.

A bigger nest egg will produce a larger income over your lifetime. And, more income means you get to do more of the things you have dreamed and planned to do!

Question 1
QUESTION 3
Okay, this one is a little tougher.

Every investment fund has certain expenses that are charged. The more fees that are charged inside the fund reduce your ‘net’ return as an investor in the fund. The expenses are one component that causes the earnings to be less.

All other things being equal, which of the three investment funds would you prefer?

Your Answer

All other things being equal, which of the three investment funds would you prefer?

Fund C with internal expenses of just 0.15% each year?
Success!
Wow, you’re doing great!

All other things being equal, a fund with lower expenses can deliver more ‘net’ to you, the investor.

If you are going to pick your own investments and manage it yourself, it’ especially important to read the prospectuses for the funds in your investment lineup within your 401k. Every manager charges fees to do their work; just be sure that you are aware of these.

Question 1
QUESTION 4

Which do you believe could have the greatest impact on your retirement during the last few years of your working career?

Your Answer

Which do you believe could have the greatest impact on your retirement during the last few years of your working career?

A large stock market downturn
Success!
Great Answer!

While most of us would regret a shortage of ice cream, most everyone suffers when the market tumbles at the wrong time.

Stock Market Downturn Chart

Markets may not always stay favorable. Consider what happened to these popular funds in a recent major downturn. Do you know what to do?

*Fund performance obtained from www.Vanguard.com and www.TRowePrice.com

Question 1
LAST QUESTION!

Which do you believe could lead to a greater 'win' in your investments of your 401k?

Your Answer

Which do you believe could lead to a greater ‘win’ in your investments of your 401k?

Monitored Professional Investment Guidance
Success!
Right again! You're 'killing it'...

93% of all 401k participants did absolutely nothing last year to maximize their investments.

Having a low cost system for professional guidance of your investment choices might be the only part of ’the retirement game’ that you’re missing.

70% of recent survey respondents said that they'd like to have professional guidance if it were available.

*ICI RESEARCH REPORT: DEFINED CONTRIBUTION PLAN PARTICIPANTS’ ACTIVITIES, FIRST HALF 2018

*Schwab Retirement Plan Services, Inc. 2016

You're in luck!

Your advisor has arranged for you to have professional guidance along the way to help you win your best retirement.

What you will receive:
  • A personalized immediate allocation recommendation
  • Ongoing custom recommendations for your plan investment list as markets change

All you have to do is enter your promo code
to get started

Your Answer

Which do you believe could lead to a greater ‘win’ in your investments of your 401k?

Monitored Professional Investment Guidance
Drat!
Drat! There was a better option

Looks like you selected the wrong one. Maybe try answering again? 😉

Try Again!