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GOALS AND CO proper insurance, investment, and estates portio. 5. As neither of the Youngs...

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GOALS AND CO proper insurance, investment, and estates portio. 5. As neither of the Youngs currently have 90. planning to retire at age 62 , they do not want to include any Social Security retirement benefits in ant planning. 6. They want to be debt free at retirement. 1. Global Portfolio Allocation Scoring System (PASS) for Individual Investors - developed by Dr. William Droms (Georgetome University) and Steven N. Strauss, (DromsStrauss Advisors Inc.) - model used with permission. 1 - Risk Managenent analysis of the Youngs' current risk GOALS AND CO proper insurance, investment, and estates portio. 5. As neither of the Youngs currently have 90. planning to retire at age 62 , they do not want to include any Social Security retirement benefits in ant planning. 6. They want to be debt free at retirement. 1. Global Portfolio Allocation Scoring System (PASS) for Individual Investors - developed by Dr. William Droms (Georgetome University) and Steven N. Strauss, (DromsStrauss Advisors Inc.) - model used with permission. 1 - Risk Managenent analysis of the Youngs' current risk

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