3 Step Money Matters Review Sample Questions

Here is a small sample of the questions on our 3-Step Money Matters Review:

TRUE or FALSE Answers

  1. We have never heard of Phantom Income.
  1. We did not pay our CPA a “tax forward” planning fee last year
  1. We hold stocks, mid to long term bonds and mutual funds inside of our IRA’s.
  1. We do not have plan for “getting out of the market” when or if it falls.
  1. We are not using the advice of a Fiduciary when making investment decisions.

If you answered “True” to one or more of these questions, you may really benefit from a complete and comprehensive review.   To learn more details about the review, please click below.