What’s Important To You ?
Retirement Priorities Challenge
The Retirement Priorities Challenge will help you to determine your priorities with respects to your goals and the risks you may face in retirement.
Complete this challenge by placing the 10 coins provided in one of the six categories according to what is most important to you. When you’re satisfied with your result, contact your advisor to see how your specific goals and concerns can be addressed using a Product Allocation strategy.
RSQ Calculator
The Product Allocation calculator allows you to measure the likelihood of whether or not your income will last throughout your retirement. The calculator produces a Retirement Sustainability Quotient (RSQ) percentage that can range from 0%, where there’s no chance of success, to 100%, where your income stream can be sustainable for life.
To get started, input your personal and financial information into the RSQ calculator and determine your RSQ range. The final step is to meet with your advisor to build a Product Allocation strategy based on your retirement goals to see if they can help improve your RSQ score.