Phil Cannella and Joann Small encourage you to take the Personal Financial Checkup below to measure the level of concern you have for important challenges that will affect your retirement future.











1.) Not having enough income in 10 or 20 years due to inflation?

Not ConcernedConcernedVery Concerned


2.) Having to change your lifestyle due to the loss of your spouse and their Social Security income or even their pension?

Not ConcernedConcernedVery Concerned


3.) Loss of principal due to stock market declines or even crashes?

Not ConcernedConcernedVery Concerned


4.) Paying exorbitant fees and high expenses within your current investment holdings?

Not ConcernedConcernedVery Concerned


5.) The three taxes that can decimate your IRAs and other retirement accounts?

Not ConcernedConcernedVery Concerned


6.) Paying too much Income Tax and Social Security tax?

Not ConcernedConcernedVery Concerned


7.) Nursing home expenses impoverishing you or your spouse?

Not ConcernedConcernedVery Concerned


8.) Not working with the right advisor to carry you through your retired years?

Not ConcernedConcernedVery Concerned


9.) Not knowing a way to Crash Proof® your estate for you, your spouse and generations to come?

Not ConcernedConcernedVery Concerned