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Let’s see how confident you feel about retirement.

This quick, 2-minute survey will help you reflect on key areas of your financial future, no pressure, no right or wrong answers.

Paying too much taxes
Losing too much money in the market
Not having a reliable income plan for retirement
Leaving a legacy to children/grandchildren.
Outliving nest egg
Is my annuity right for me
Need direction with 401k and/or IRA account.
Medicare coverage.
What is my portfolio costing me (disclosed and undisclosed fees).

Rate your confidence in the following key areas of retirement planning:

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