Use this questionnaire to help determine the mix of assets that best suits your needs. The questions address a number of factors, including your goals, time frame, and feelings about risk. Keep in mind that the suggested percentages of stocks, bonds, and cash are only guidelines, not absolute rules.
They are intended to give you a good example—not an exact figure—of how to configure your portfolio. Download the Investor Profile Questionnaire. Skip to content. Personal Finance Cheat Sheet. Personal Net Worth Worksheet.
If necessary, you can forgo or reduce them. You may need most of your required retirement income for average monthly expenses in retirement. If you own a vehicle, plan for annual repair bills.
You may have to factor in federal, state and local income taxes, as well as property taxes if you own a home. Your taxes will vary with your income. Because your expenses are likely to change over time, you might need to adjust your retirement income plan to reflect these changes. We can help you address your retirement concerns. By meeting regularly with your financial professional during your retirement years, you can help ensure that your investment plan continues to meet your needs as they evolve over the course of your lifetime.
As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Since , we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. Investing involves risk, including possible loss of principal. You are solely responsible for evaluating and acting upon the education and information contained in this material.
BlackRock will not be liable for any direct or incidental loss resulting from applying any of the information obtained from these materials or from any other source mentioned. BlackRock does not render any legal, tax or accounting advice and the education and information contained in this material should not be construed as such.
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