Matt Aston's 5 Key Issues :
1. If something was to happen resulting in you or your spouse passing away, how long would your surviving family be able to maintain their current standard of living?
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2. If you continue on your current investment plan, how many weeks per month would be FULLY funded when you retire (based on date of retirement until end of projected life expectancy if taking inflation into account)?
- The first week only
- The first two weeks
- The first three weeks
- All four weeks
- I don't know - please help me to find out
3. Is the difference between what you OWN and what you OWE getting WIDER, NARROWER, or STAYING THE SAME?
- Getting wider
- Getting narrower
- Staying the same
- I don't know - my financial advisor hasn't shown me lately
4. Are you happy with the investment return your current approach is providing?
- Yes, completely
- I'm not sure - an objective evaluation might be wise
- Not at all - please show me some other options
5. If a situation arose in which you were successfully sued or one in which you were forced into bankruptcy, would your life's savings be protected or exposed to seizure?
- My savings would be protected against creditors
- My savings would be at risk of seizure
- I don't know - help me to ensure my savings are protected
Contact Matthew Aston, FSA Toll Free: 1-866-475-5109 E-mail: MattA@lighthousewealth.ca
If you would like a downloadable printable version of Matt' 5 Key Issues, Please Click Here