As you look through our website, you may have identified a few issues you would like to address. For areas that you would like our help with, you can tell us here:
- How do I determine when to begin taking Social Security?
- How should I plan for long-term care?
- Will I have enough to retire?
- Am I pursuing the appropriate tax strategies in light of the coming changes?
- How can I simplify my life today and make things easier for my loved ones should something happen to me?
- Are my beneficiary arrangements and legal documents up-to-date?
- Should I "max out" my 401k contribution this year?
- Am I taking full advantage of my ROTH IRA opportunities?
- Do I have investment gains that need to be sheltered or losses I need to take advantage of?
