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Q4. )How much equity do you have in your home?Saving & TaxesQ5.Q6.-How big is your current investment portfolio?Q7.-What is your marginal (top) federal tax rate?Q8.Investment OutlookQ9. How much risk can you live with?Q10.None One or Two Three or More Less than 10%Between 10 and 20% 20% or more Less than 20%Between 20 and 40% More than 40%None, you rentLess than 1/3 of valueMore than 1/3 of valuePaid Off"How much money do you save a year?Less than $4,000Between $4,000 & $15,000More than $15,000Less than $50,000Between $50,000 & $300,000More than $300,000 15 percent Less than 25%Between 25 and 75% More than 75%As little as possibleA moderate amountA lot Turning Down=What is your take on the U.S. economy over then next 3 years? Anemic GrowthStrong with low inflationStrong with rising inflation Don't KnowABDWhat portion of your financial assets do you think you might withdraw over the next decade? (That includes withdrawals for education, a new home, retirement, or starting a new business.)@How much of your savings is in tax-deferred retirement accounts?PART I - Ten QuestionsPART II - Calculations Client(s)!Totals from Columns A-D on Part I35 Year Factor55 Year FactorAge entered in Part IC4The Fixed-Income Portion of your portfolio should beSum from Column BLine 17 divided by 100Your Bond Allocation should be-Your Cash (Money Market) Allocation should be.The Equity Portion of your Portfolio should beSum from Column CDivide Line 21 by 100Subract Line 23 from Line 16Sum from Column DAdjust for Interest Rate RiskSum of Lines 25 & 26Divide Line 27 by 100#Your Small-Cap Allocation should be!Your Mid-Cap Allocation should be#Your Large-Cap Allocation should be.Your International Equity Allocation should beCALCULATION SUMMARYPortflio AllocationBonds Money MarketLarge-Cap StocksMid-Cap StocksSmall-Cap StocksInternational StocksTotalDollarsPortfolio Value $%Risk TolerancePART IV - Five Questions<What is the most important goal of your investment portfolioTo preserve principalTo generate income I can spend Investment X will grow, on average, at 5% per year with no risk. Investment Y grows at 10% a year, but could lose 20% or more in a given year,. Which is more attractive to you? Investment XA mix of X and Y Investment Y@When do you think you need to start using your investment money?Within 5 yearsBetween 5 & 10 yearsMore than 10 years$Which prospect is most appealing to?MInvestment X: avg. annual return of 3%; best year, up 8%; worst year, down 4%PInvestment Y: avg. annual return of 12%; best year, up 40%; worst year, down 20%QInvestment Z: avg. annual return of 17%; best year, up 120%; worst year, down 55%)Sell it for what you can get for it today Rent it out'Make repairs and sell it in a few years Total ScoreYou just inherited a house in need of some repairs. The housing market is robust now, but there's no telling what it will be like a year from now. 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