Investments & Assets

 
 

Here are some important questions that Monadnock Retirement Solutions will answer to help you make this part of your Personal Retirement Plan.

  1. What’s my Employer-sponsored 401 (k) balance look like today?

  2. What will my Employer Pension Plan pay me on Retirement?

  3. I just lost 30-40% of my retirement in the crash what can I do?

  4. How much of your personal monthly is guaranteed — not stock market driven.

  5. What other assets do I have?

    • Personal IRAs, CDs, 403(b)s, Savings Accounts

    • Personal (non-retirement) Stocks and Bonds

    • My Home — Is it paid for in full?

    • Other Real Estate (e.g., land, rentals, commercial)

    • Valuable Artwork or Antiques

    • My Rental or Business Income

  6. Are you paying your advisor too much?

  7. Is my return on investment to low for the risk I’m taking?

  8. Should I start to learning about Crypto Assets?