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Dan DeMarest

October 19 , 2015

Your Investment Personality and What It Means For Retirement [Quiz]


Every day, clients contact us needing advice for retirement. Their needs range from how to get started to where their money should go. While we always have plenty of options, the choice they make is ultimately based in their investment personality. Take this quiz to find out yours.




This quiz was short and sweet, and it hopefully gave you some fun insight into your investment personality. Investments, however, are only one way people plan for retirement--and thereare several other pieces to the happy retirement puzzle that must be considered: inflation, longterm care, healthcare, and more. Are you--and your retirement accounts--ready to handle what's to come?

Regardless of your age and proximity to retirement, you owe it to your future self to establish how you would like your life to look after you stop working. It's never too late--or too early--to start considering all the factors that will affect you for what will end up being the rest of your life.

I'd love to speak with you further about planning for retirement. Feel free to contact me directly at (712) 277-6607.

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