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This isn’t another investment brochure. It’s a self-assessment designed to help you evaluate the strength and durability of your retirement strategy through a series of worksheets, checklists, scorecards, and thought-provoking questions. Inside, you’ll:
- Score your retirement diversification across assets, income sources, taxes, and risk.
- Identify hidden concentrations that may not be obvious by simply looking at your account statements.
- Evaluate how your portfolio might respond to inflation, market volatility, rising interest rates, and unexpected expenses.
- Separate common diversification myths from reality, including why owning more investments doesn’t necessarily make you more diversified.
- Discover opportunities to create a retirement strategy that is more coordinated, flexible, and resilient over time.
By the time you’re finished, you’ll have a much clearer understanding of where your retirement plan is strong and where it may deserve a second look.