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[...] The Know Your Client Form (KYC) is the lifeblood of any retiree/financial advisor relationship. It sets the stage and defines how your money will be invested, so more than [...]

[...] outliving your money, you have to know: How to check ( by asking numerous questions) if your financial advisor is a qualified, specialist financial advisor and an expert on retirement income planning, [...]

[...] familiar with the Know Your Client form (KYC)? Are you prepared for the question that your financial advisor will be asking you when you meet? The Know Your Client form (KYC) that you are asked to [...]

[...] in the future with your Retirement Income Plan (RIP). Should Retirees and Boomers Use a Financial Advisor? A large and still growing body of research demonstrates that individual investors often [...]

[...] risk tolerance levels is then written into your legal contract with your brokerage house (the KYC form) and you are then bound by their risk assessments, irrespective of whether it reflects your true [...]

[...] to answer the questions on the Know Your Client Form accurately and unambiguously 1. The KYC form often uses vague, ambiguous and sometimes meaningless words, in their questions and suggested [...]

[...] for what will be the most important meeting of your life and the most important contract (the KYC form) that you will ever be called upon to enter into at this stage of your life. What the KYC form [...]

[...] -retirees, ambiguously worded, client information form, known as the Know Your Client Form (The KYC form). How to answer the KYC questionnaire accurately, so that later, there can be no [...]

[...] essential information, without which, you will not be able to accurately work out your investment objectives and risk tolerance levels for each level of your investment objectives. Learn more about [...]

[...] you have to have available in order to accurately calculate and determine your various  investment objectives and your various risk levels. (You can have as many as seven different investment [...]

[...] investment with a view to deciding whether it is suitable for you in terms of your investment objectives and risk tolerance levels. Good (investment knowledge): Here you may know a little bit [...]

[...] run to as many as eight different investment objectives, none of whom would be long-term, medium-term or short-term. Yet the retiree is asked to [...]

[...] advisor, arranged to give your financial advisor important information concerning your retirement income plan. To be fully prepared and prepped for these meetings, you have to know in advance: What [...]

[...] post. After taking our course you will know how to make sure that you are in the right retirement income plan that will provide for all your future retirement needs, including a guaranteed market “ [...]

[...] For decades, financial advisors have been dictating appropriate risk tolerance levels to their clients. In other words, [...]

[...] your financial advisor to agree to a fiduciary duty where none exists ( about 85% of all financial advisors do NOT owe their clients a fiduciary duty). How your financial advisor gets paid How to [...]

[...] The post The Top 12 Retirement Risks You Need to Try and Avoid appeared first on Goldin Retirement Investment Planning. [...]

[...] The post ROBO ADVISORS – DANGER ALERT FOR RETIREES & BOOMERS appeared first on Goldin Retirement Investment Planning. [...]

[...] you know what to expect. Share this Post The post KYC Keywords appeared first on Goldin Retirement Investment Planning. [...]

[...] 16 Unexpected Ways You Can Protect Your Retirement Investment appeared first on Goldin Retirement Investment Planning. [...]

[...] whether the investment is suitable in terms of your investment objectives and risk tolerance levels. Experienced (as in experienced investor): This could mean that you have been investing for [...]

[...] various risk levels. (You can have as many as seven different investment objectives and risk tolerance levels). What calculations and research your financial advisor has to to do (after your first [...]

[...] which, you will not be able to accurately work out your investment objectives and risk tolerance levels for each level of your investment objectives. Learn more about these calculations You will [...]

[...] A new menace has surfaced for retirees and boomers – Robo Advisors. Robo Advidors are online operations that build investment portfolios for investors based on [...]

[...] of this binding agreement. Why do you need to fill out a Know Your Client form? Your investment portfolio is based upon your answers to the various KYC questions. That’s why it is important to [...]

[...] All of these keywords are almost always used in questions in the KYC form, and the investment portfolio compiled by your financial advisor is based upon your answers interpretation and meaning [...]

[...] volatility. Taking the bull by the horns So, it’s time for you to take back your investment portfolio. It’s time for you to calculate your own risk tolerance levels. How, you might wonder? It’ [...]

Are you familiar with the Know Your Client form (KYC)? Are you prepared for the question that your financial advisor will be asking you when you meet? [...]