1) What is your objective for this account?

2) When do you expect to tap into your account?

3) Over the next 10 years, do you expect your income to:

4) If the value of your account dropped suddenly by 30 percent, would you:

5) You can live off your current cash savings and investments for:

6) How much risk are you willing to take to achieve a potentially higher return?

7) How knowledgeable do you consider yourself to be about economic issues, personal finance, and investing?