Retirement Planning
- When can I retire?
- Am I on track?
- Can I retire sooner than I thought?
- How much money can I live on?
Tax Strategies
- Is there anything I am missing?
- Can I lower my overall lifetime tax bill?
- Should I consider a Roth conversion?
Charitable Giving
- Should I give appreciated investments as opposed to cash or a check?
- After age 70½, should I consider a QCD from my IRA?
- Should I bunch my giving in one year?
Business Planning
- Am I too busy to manage my finances?
- How can I take advantage of a down year?
- Selling my business soon? Are there tax-saving strategies to consider?
Estate Planning
- When was the last time I updated my beneficiaries?
- How are my assets titled?
- Do I need to consolidate and simplify?
- Should I update my will?
- Do I need a trust?
Portfolio Management
- Am I properly diversified?
- How am I positioned?
- What is the right balance of active and passive investments?
