3. I work with a tax planner not a tax preparer.
4. I have not opened my investment statements in the past because I did not want to see what was inside.
5. I understand the benefits, uses, and the new 2010 tax law changes with the roth IRA.
6. I always take my brokers advice and “just hang in there” “ride it out” “stay the course”.
7. My family will protected if I die because I have adequate life insurance with the new 2009 lower mortality costs.
8. I have a traditional balanced portfolio of stocks and bonds.
9. I understand absolute returns, covered calls and how active management may improve investment returns.
10. I understand how my advisor is compensated and have a fee based agreement to avoid conflicts of interest.
11. I trust my advisor.
12. My family earns more than we spend each month.
13. I am certain that I am not overpaying my advisor in fees.
14. My Advisor has explained principal protected indexing strategies to me.
15. I would confidently recommend my Advisor to friends and family.
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- By Daniel C. Goodwin
