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Software Description
BENEFITS OF USING DREAM CALCULATOR©
By employing Dream Calculator©, you will be able to:
1) Organize your financial life (revenues, expenses, goals, etc.)
2) Understand which of your financial goals you can expect to achieve and what it is going to take.
3) Try different financial scenarios and choose the right one to implement.
4) Understand the ways in which various aspects of your financial life depend on and affect one another.
5) Obtain a personalized long-term financial plan including specific investment advice.
6) Achieve superior long-term growth of personal wealth at a negligible level of risk.
7) Remove emotions from financial decision-making.
8) Stay on track with the adopted financial plan, adjusting it periodically.
9) Obtain recommendations on life insurance coverage to ensure the adequate protection for your family.
10) Have high degree of confidence in your financial future.
DOCUMENTS YOU WILL NEED FOR REFERENCE
Before starting to fill out the questionnaire, it would be a good idea to locate recent copies of the following:
1) Bank statements (savings, checking, statement, money market, CD, etc).
2) Investment statements (stocks, bonds, mutual funds, etc).
3) Mortgage statements.
4) Recent paychecks and last income tax statement.
5) Employer’s pension schedule showing anticipated retirement benefits or an estimate from the HR department.
6) Life insurance contracts.
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