What Keeps You Up At Night?
Online checklist: We will help you get more of what you want through conversations on the questions below. Select the items you wish to discuss. After you push 'Submit,' we will contact you to schedule a complementary visit, either in-person or online (very easy to have).
Retirement
How can I establish fixed sources of income to lessen my chances of running out of money?
Am I saving enough for retirement?
What will be my standard of living in retirement?
In or close to retirement--will my money last?
Should I roll over my 401(k)?
Retirement plans: Tax deferral or Roth?
Should I consolidate my retirement plans?
What are my 401(k) distribution options?
How will my large balance retirement plans increase my taxes in retirement?
Required Minimum Distributions (RMDs)
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Financial Basics
Am I investing with too much/little risk?
Are my insurance premium dollars best spent?
Have I minimized taxes of all types?
How do I keep perspective on wild and changing world finances?
Organizing my financial records in case of my sudden death?
Should I pay off my mortgage early or reduce its term?
Need to reduce debt.
Creating a household budget.
Estate Planning
When I die, what do I want to happen in my family?
How can I give some money away but still insure enough retirement income?
If incapacitated, do I wish to control how quickly I die?
What plans have I made for minor children or Special Needs heirs?
If passing on assets, will they support or diminish our family values?
Do I have a Will/Trust and have made my last wishes known?
Do I wish to minimize my probate assets?
How much estate tax will be due at my death?
How have I considered each heir's need to feel fairly treated compared to other heirs?
What income tax liability will I transfer to my heirs (IRD)?
What lasting legacy do I wish to pass on to community or charity?
Life Events
Upcoming wedding/mission expenses
Spouse Death/Divorce: "On my own" -- how will the money last?
Grandchildren have arrived! I want to enhance their financial future.
Disability: who will pay my monthly bills when I can't work?
Job change: old and new 401(k) decisions.
How do I build a detailed list of my career accomplishments and an active network to help me with desired job changes?
How long will my company, industry, career choice or skills set be around?
Business Owners/Executives
How have I provided for business continuation at my retirement, disability, or passing?
Considerations for my children working in or out of the business?
What are my incentives for key employees?
Cost of employee health insurance.
Reducing taxes on business income.
Reducing Social Security Taxes.
Reducing Worker's Compensation Costs.
Integrating personal and business planning.
Buy/Sell Agreement in place?
Education Planning
College Selection and Funding: How do I make a plan?
How do I learn the best ways to reduce the cost of college?
How do I save for college in the most tax or aid-friendly ways?
When are 529s good or bad?
How do I qualify for more financial aid?
Why is it always best to apply for aid?
How can costs for Out-of-State Colleges be made affordable?
How do I shelter income and assets to improve aid?
Eldercare
Taking care of Mom/Dad and their finances.
Being a good Executor or Trustee.
How can I keep Long-Term Care costs from killing my portfolio?
Making sense of Medicare.
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