Just answer the questions below!
1) How old are you?
Please enter a valid age of at least 16 years.
2) How much cash do you have in your bank accounts?
This field must be a dollar amount between 0 and 20,000,000.
3) What is the value of your other non-retirement account(s)?
(e.g. stocks, bonds, mutual funds, ETFs, etc.)
This field must be a valid dollar amount between 0 and 40,000,0000.
4) What is your annual gross income?
This field must be a valid income between 0 and 50,000,000.
5) What is your average monthly recurring expenses?
(e.g. car payment, mortgage or rent, insurance, utilities, groceries, etc.)
This field must be a valid dollar amount between 0 and 2,000,000.
6) What is the current balance of your unsecured debt?
(e.g. credit cards, personal loans, etc.)
This field must be a valid dollar amount between 0 and 50,000,000.
7) What is the current value of your secured debt?
(e.g. mortgage, car loan, line of credit, business loan, student loans, etc.)
This field must be a valid dollar amount between 0 and 100,000,000.
8) If you own your home, what is its current estimated market value?
(e.g. Refer to Zillow.com or Trulia.com, if needed. Enter zero if your primary residence is rented.)
This field must be a valid dollar amount.
9) How much do you contribute to your retirement plan(s) annually?
This field must be a valid dollar amount between 0 and 154,700.
10) How much do you contribute to your non-retirement plan(s) per year?
(e.g. savings accounts, money markets, mutual funds, stocks, bonds, etc.)
This field must be a valid dollar amount between 0 and 49,000,000.
11) What is the current value of all your retirement asset(s)?
(e.g. 401(k), 403(b) Pension, 457, 503(b), etc.)
This field must be a valid dollar amount between 0 and 20,000,000.
Everything look good?
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