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  • Home
  • About
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    • Books
    • Downloads
    • Reverse Mortgage Calculator
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RISA™

I have taken the Retirement Income Style Awareness™ Profile. Is it helpful to use this with a financial professional?

By Alex Murguia, PhD | September 1, 2020 | Comments Off on I have taken the Retirement Income Style Awareness™ Profile. Is it helpful to use this with a financial professional?

Here, we address whether or not you feel it would be helpful to share your personal RISA™ results with a financial professional.

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I’ve taken the Retirement Income Style Awareness™ Profile. What’s next?

By Alex Murguia, PhD | September 1, 2020 | Comments Off on I’ve taken the Retirement Income Style Awareness™ Profile. What’s next?

We were able to categorize next steps after the RISA™ into five groups.

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Retirement Income Style Awareness Profile (RISA™) and Its Accuracy

By Alex Murguia, PhD | September 1, 2020 | Comments Off on Retirement Income Style Awareness Profile (RISA™) and Its Accuracy

We asked RISA™ participants if they felt the results were accurate; did the RISA™ “capture the essence of their style?”

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Retirement Income Style Awareness Profile (RISA™) and Your First Reactions

By Alex Murguia, PhD | September 1, 2020 | Comments Off on Retirement Income Style Awareness Profile (RISA™) and Your First Reactions

In the spirit of transparency, we are continuing to refine a scale to determine your retirement income style. I thought it would be a good idea to share with all of you some of the feedback we have received from the RISA™’s release in early 2020.

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