Six Key Areas of Financial Planning
Retirement
a. Do I have enough saved or am I saving enough for retirement?
b. Which accounts should I draw from and when should I take social security?
c. Can I afford health insurance if I retire early and what are my Medicare options?
Taxes
a. How do I reduce my taxes today and for the future?
b. Does a Roth conversion make sense for me?
c. Should I make pre-tax or Roth contributions towards my retirement?
Investments
a. Am I using the right investments based on my goals?
b. Am I being too aggressive or too conservative?
c. Do I understand my investment fees?
Estate Planning
a. What type of legacy do I want to leave?
b. Are my heirs prepared to inherit the wealth that I have built?
c. Is my current estate plan the best for my family?
Protection
a. Are my loved ones protected if something happens to me?
b. Do I need or have enough life insurance?
c. How do I plan for the cost of long-term care?
Generosity
a. I want to give more, but can I?
b. Am I giving strategically to benefit others and minimize my taxes?
c. Am I being intentional with my current giving?
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