What Are You?
Are You a Family
- How to build our family budget?
- How do we minimize our federal taxes?
- Are you considering a new home?
- Should we have just one family health insurance plan?
- How much should we be saving for retirement?
- How do we handle our student loans?
- Do we need a will?
- Is a 529 plan right for our kid's education?
- How much should we be saving for college education?
- Can we afford a private high school?
- What price of a home is the smartest for our income?
- How do we maximize our employer benefits?
- How much life insurance do we need? Term or cash value?
- Is it smart to get disability insurance?
- How do we teach our kids about money?
- What happens if we get divorced?
- How do we recreate my current paycheck when we retire?
- Will we run out of money in retirement?
- Should we get long term care insurance?
- What is the best way to distribute my IRA’s and Roth IRA’s
- Should we use the catch-up provision on my 401(k) plan?
- Should we keep my current life insurance?
- Should we set up a living trust?
- Should we sell our current home and downsize?
- What are reverse mortgages?
- Do we convert our IRA’s to a Roth IRA?
- When should we take social security?
Are You an Individual?
- Savings or debt, which should you work on first?
- How to create your first budget?
- How to manage student debt?
- Buying your first home?
- Why should you be saving for retirement?
- Are you spending too much?
- Considering a work sabbatical?
- What do you do with your current stock options?
- Is it smart to buy life insurance?
- How do you stay on track for retirement?
- How to handle old 401(k)’s?
- Do you need a will or a trust?
- How can you minimize taxes on your current income?
- Getting more income out of my assets?
- How to create an overall estate plan?
- What are required minimum distributions?
- Why long term care insurance?
- What's the best age to start social security?
- Do we need to set up a trust?
- Is it a good idea to still be in stocks at my age?
- Is my asset allocation correct for my needs?
Are You an Entrpreneur?
- How should you charge for your services?
- How do I track and manage expenses?
- What's best for taxes? (S-Corp, Sole Proprietor, etc.)
- Do you set aside money for income taxes?
- Do you need a retirement plan?
- How do I handle health and life insurance?
- Who pays the social security tax?
- Is your spouse on payroll?
- When can children be on our payroll?
- How do I take income from the company and minimize taxes?
- How to have a cost effective employee benefits plan?
- Should I have a buy-sell agreement with my business partner?
- Do I need a board of advisors?
- Is your business ready to be sold?
- Do you have a business valuation?
- Do I take a lump sum or a payout over time?
- Will the sale generate me enough income to live?
- What are the options to minimize the taxes from the sale?
- Will you need health insurance?
