• Do I have enough to retire? How much can I spend in retirement?
  • Should I refinance my mortgage again? Should I take a 15 or 30-year mortgage? Fixed or variable? Should I pay down my mortgage?
  • How should I invest my existing savings and/or 401K accounts?
  • Should I lease or buy a car?
  • How much and which type of life insurance do I need? Do I really need disability insurance or long term care insurance?
  • How much of my children’s college education should I plan on paying?
  • Should I invest in a 529 Plan? If so, which one?
  • If we want financial aid, what is the best way to own assets for our children’s college education?
  • Should I use a custodial account?
  • Should I be using ‘puts and calls’? What is a ‘stock collar’?
  • How should I diversify my large position in my employer’s stock? When should I exercise my stock options and what are the tax issues?
  • Is my Social Security calculated correctly? Should I begin taking it at 62?
  • Did my mother’s broker rip her off?
  • Is charitable giving an appropriate estate-planning tool for me?
  • Am I missing out on tax savings? I was offered this tax shelter. Does it make sense?
  • How do I get out of this annuity? What does the contract really say?
  • We are getting divorced. What are the things I should consider?
  • How much salary, versus Sub S distributions, should I take?
  • Am I carrying enough property and casualty insurance?
  • What is the best way to protect my assets from creditors?
  • I have too much debt. What should I do?
  • All my friends have living trusts? Do I need one?
  • How much should I save in my retirement plan versus college versus current lifestyle expenses? Is my budget reasonable?
  • I live alone and am getting older. How should I protect my finances?
  • Should I use a Roth IRA or a regular IRA?
  • How should I make gifts to my family members?
  • I don’t understand the estate planning documents I have. Are they okay for my situation today?
  • What is the benefit of a payable upon death or designated beneficiary for my brokerage accounts?
  • How much can I put away in a SEP? A Simple IRA? A profit sharing plan? A Roth or regular IRA?
  • We are not married. How should I protect my partner at my death?
  • How should I take maximum advantage of my employer’s cafeteria compensation plan?

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