You want to retire in 40 years and realize that you must start planning now. You decide that it is time to prepare an analysis about YOU. Answer the following questions based on what you have learned. Think critically and intellectually challenge yourself. Demonstrate your financial management knowledge.

1. What approach will you use to advise yourself?

2. What is your specific suitability profile?

3. What is your investment plan for retirement?

4. What will be your asset allocation and what is your expected annual return throughout your life for each allocation?