Financial Stress Test

Shocking Financial News
Is breaking all across America

Foreclosures – Bankruptcies – Stocks are recording double digit share price declines – Large Investment Firms are in despair – Morgan Stanley’s losses and write-downs tally-up to $1.7Billion and Troubled Banks include BIG Banks like Wachovia and Bank of America.

It is coming down to a financial showdown. 

Who can weather and survive the financial storm?  The Financial University of Pennsylvania’s Wharton Financial Institution has already labeled it, “ The Perfect Storm.” 

It may become known as the survival of the fittest. 

Have you had a Financial Checkup lately?  Are you ready for a Financial Stress Test?  It’s a simple test the answer to each question is YES or NO.

  1. Do you have personal income insurance? Yes – No
  1. Do you have a plan that is guaranteed, insured and re-insured to grow 5%, 7%, or 8% annually? Yes – No
  1. Do you have an income plan with guaranteed income for life?  Yes – No
  1. Do you know The Rules, The Secret, and The Magic of Wealth Accumulation?  Yes – No
  1. Are you paying tax on interest income?  Yes – No
  1. Are you paying tax on Social Security Income?  Yes – No
  1. Did you know Seniors are paying more than $60Billion in tax annually on Social Security Incomes?  Yes - No
  1. Do you know how to avoid Capital Gains Tax?  Yes – No
  1. Do you know how Retirees can benefit two-ways with ROTH IRAs?  Yes – No
  1. Do you know how to convert big tax balloon payments into streams of income for your spouse and for your children?  Yes - No
  1. Do you know how to avoid the IRS Forced Liquidation Sale at loss of which you can never, ever recover?  Yes – No