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Risk Tolerance Worksheet

To become acquainted with your investment personality you need to understand how you feel about risk (your Risk Tolerance). To earn potentially higher investment returns, some of your savings may have to be invested in funds that carry more risk, such as stocks. The amount you invest in funds with more risk should be determined by your comfort level with risk and the number of years you have to invest. This questionnaire will give an indication of how you feel about risk.

Retirement Worksheet

This worksheet will help you establish the amount of monthly income you will need upon retirement to continue living the lifestyle that you live today.

Wade Bishop  Risk Tolerance Questionnaire