rfjs6

Retirement Certainty Scorecard™

 
  DISAGREE AGREE
Indicate the degree to which you agree or disagree with the statements below.
1

I have a clear, written and actionable retirement plan that shows my current financial position (Point A) and my ultimate future (Point B) and sets a path to get from A to B.

2

I review my written retirement plan each and every year and adjust it for changes in my life. I stress test my plan's viability by changing variables for the worst case scenario.

3

I know exactly what my personal required rate of return (PRROR) is that will allow me to achieve all of my retirement goals. I plan my investment strategy around and work toward that PRROR.

4

I have an investment plan which focuses an equal amount of time on making money as it does on not losing it, simultaneously advancing and protecting my assets.

5

I know that I am utilizing independent advice and strategies which specifically fit my individual situation.

6

I review all of my investments each and every year based on how the market and economy are responding and make adjustments and/or rebalances at least annually or as needed.

7

I am confident with all of my insurances knowing that the way they are positioned and funded will protect me and my family for any unforeseen negative events.

8

I am confident that my estate planning documents and beneficiary designations are all set up to maximize the benefits that my family receives.

9

I am well qualified or utilizing professionals that are well qualified to give the best possible advice for my retirement, investment, estate and tax planning.

10

My retirement planning is set up (by me or my advisor) in a way that requires little daily, weekly or monthly attention so that I can enjoy life to its fullest.

As I consider everything that will allow me to live most comfortably during my retirement, the thing that keeps me up at night is:

Thank you for completing the Retirement Certainty Scorecard™.

Please click "Submit & Print Form" to send a copy of this form to Campbell Wealth. After completing Steps 2 and 3, a Campbell Wealth associate will review the results of your Scorecard with you.

Best way to reach you?

Email
Phone

Best time to contact you?



Phone number:


Call Us Today: (703) 535-5300

Campbell Wealth Management

BLOG

On Dec. 20 Congress passed the Tax Cuts and Jobs Act of 2017 (TCJA), and President Trump signed it shortly after. This law, most of which will become effective on Jan. 1, dramatically changes our tax environment. New financial planning strategies will emerge in the coming months and years....

Read More

What does tax reform mean for me? A simple cheat sheet: If you’ve been following the tax reform debate, odds are you’re confused.  At this point both the House and the Senate have passed their own version of the Tax Cuts and Jobs Act.  The dreamy vision of a “postcard”-style tax ...

Read More

It’s a good problem to have, but the nation’s wealthiest folks have a few extra challenges to address when making decisions about their withdrawal plan in retirement. By EVAN T. BEACH, CFP®, AWMA® | While the 1% is a loosely defined, income-determined social class, we often...

Read More

I’ve seen too many people get too late a start on these four essential retirement checklist items. By EVAN T. BEACH, CFP®, AWMA® There is a laundry list of financial items you should tackle before you retire. After meeting with several hundred people who have recently retired, or ...

Read More

The good times have been rolling on Wall Street, but will you be ready when things change? By: EVAN T. BEACH, CFP®, AWMA®   On March 9, 2009, the beleaguered domestic stock market picked up its head and began a charge full speed ahead. The market has been positive ever since. While ...

Read More

There are 576 ways to collect Social Security. The option you pick will have a direct impact on your spouse. By EVAN T. BEACH, CFP®, AWMA® | I have sat with clients on countless occasions where one or both spouses have told me defiantly, “I am taking Social Security at 62 because [fi...

Read More

From Social Security benefits to budgeting for health care, strategies that help ensure a secure retirement for men may not work for most women. Here’s what they need to consider. By EVAN T. BEACH, CFP®, AWMA® About two years ago I was presenting a financial plan to a couple. Long-ter...

Read More
READY FOR ROTH?

by Kelly Campbell CFP®,CMFC®,ChFC®,AIF®   Last week, I conducted one of my regular financial seminars on dynamic strategies for retirement. We covered financial planning, Social Security, the stock market, retirement income and naming legacies, among other topics. The subject that...

Read More
TOP MISTAKES WHEN IT COMES TO MEDICARE

by Kelly Campbell CFP®, CMFC®, ChFC®, AIF®   Every day, 10,000 retirees (or about to be retirees) are eligible for Medicare, according to The Washington Post. But most don’t take the time or trouble to really understand the system, as well as the choices. And many make common mi...

Read More
SHOULD YOU RETIRE NOW AND PURSUE YOUR DREAMS?

By Kelly Campbell CFP®,CMFC®,ChFC®,AIF®   As a financial planner, whenever I give a seminar about retirement, I am always intrigued by someone’s “bucket list.” What exactly is your passion? What have you always wanted to pursue but didn’t have the time or energy? Sometimes...

Read More

Newsroom Articles

Winners and Losers in the New Tax Law (Including #...

+Read More

Tax Reform Cheat Sheet

+Read More

Retirement Income Strategies for the 1%

+Read More

MEET YOUR TEAM

Amanda Larkin

First Impressions Specialist

+Read Full Bio

Kelly Miller (K.J.)

Client Services Specialist

+Read Full Bio

Open