| CASH FLOW |
|
- How can I save money systematically?
- How much should I be saving?
- How do I balance repaying loans and saving?
- What should I have in an emergency fund?
- How can I afford to buy a house?
- Where can I get more interest than the bank, but without a lot of risks?
|
| PROTECTION |
 |
- How can I protect my income if I become sick or hurt?
- Will my family be "OK", no matter what?
- Do I need life insurance? How much? What kind?
- Who should I name as a beneficiary of my insurance?
- Should I buy term or permanent life insurance?
- When should someone get long term care coverage?
- How can I provide "Creditor Protection" for my assets?
|
| RETIREMENT |
 |
- When should I start saving for retirement?
- How much do I need to save?
- Should I pay off all my debt before I start saving?
- What should I be doing with my 401K? IRA?
- What about social security?
- Where else can I save for retirement?
- How do I know when I can stop working?
- How can I make my money last as long as I live?
- Does an annuity make sense for me?
|
| COLLEGE |
 |
- Which comes first: College or retirement savings?
- How much will it cost to send my kids to college?
- How much do I need to save to make it happen?
- What is the best way to save without a lot of risks?
- How does my savings impact Financial Aid?
- How can we afford college and not bankrupt our own retirement or current lifestyle?
|
| TAXES |
 |
- How can I legally reduce my income tax bill?
- What benefits can I deduct from my business?
- How can I avoid probate and estate taxes?
- Is there a way to lower taxes on my investments?
|
| ESTATE / LEGACY |
 |
- When do I need a will? A trust?
- How can I avoid probate and estate taxes?
- How can I leverage annual gifts to grandchildren?
- What is the best way to give to charity?
- What is the best way to leave a legacy to my family?
|
