I built this short survey myself, because not every account fits what I do, and not everyone qualifies for this type of income stream. Answer eight quick questions and I'll tell you honestly, in plain language, where you stand.
I've spent years sitting across the table from people just like you, people with a TSP or a 401k who worked hard for that money and just want a straight answer instead of a sales pitch. I share what I know every week on Focus on Finance, and I wrote two books because too many people kept telling me nobody had ever explained this to them plainly before. My team and I have walked this exact conversation with 27,500+ families here in the DC area, and I'd like the chance to walk it with you too.
Shirley LuuFounder, Shirley Luu & AssociatesYour answers stay between us.