Does your retirement strategy measure up?

Step 1 of 6 - Question 1

Do you currently give as much as you would like to charitable organizations?*
- Yes – I am happy with the amount I am able to donate to charity.
- Not sure – I feel I am giving the most I can to charitable causes, but wish I could be giving more.
- No – I don’t feel I am financially able to give as much as I would like to charity.

What role does charitable giving have in your overall financial plan?*
- Charitable giving plays a prominent role in my overall personal financial plan.
- Charitable giving is an afterthought in my overall personal financial plan.
- No – I simply write a check when I’m ready to donate to my favorite nonprofit organization.

Do you believe your financial security and legacy will remain intact if you give away wealth to charity?*
- Yes – the strategy behind my charitable donations strengthens my own legacy as well.
- Not sure – sharing wealth makes me nervous for my financial future, but I still want to give.
- No – I need to hold on to as much wealth as possible for my children and my own financial stability.

Do you feel you don’t have enough disposable income or other available funds for charitable giving?*
- No – I utilize smart/unexpected giving tactics that actually strengthen my financial position.
- Not sure – I haven’t analyzed my finances to really determine how much I can donate to charity.
- Yes – giving away more to charity than I currently am would jeopardize my financial future.

Does an expert in charitable giving wealth management regularly review your financial choices to ensure you’re making the most of your charitable donations?*
- Yes – I partner with an expert to ensure I’m making the best decisions for my legacy and the organizations that matter to me.
- No – my financial advisor doesn’t ask me about charitable giving.
- No – I would like to request some free information on how I can work charitable giving into my legacy.

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How Smart is Your Retirement Strategy?
Answer a handful of important questions to find out! It will only take a few moments; and, along with your results, you’ll receive a few tips from my new book, Finding Your Money’s Greater Purpose: How to Make Your Legacy Count.