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Six Key Areas of Financial Planning

Retirement

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

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

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

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

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

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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