RETIREMENT
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Financial issues as retirement draws near
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Do I have enough to retire?
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How long will my money last?
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Should I roll over my 401(k)?
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Which is best? Ordinary or Roth?
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Should I consolidate my retirement plans?
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What are my 401(k) distribution options
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Required Minimum Distributions (RMDs)
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Which asset to spend 1st, keep to last?
ESTATE PLANNING
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Are my beneficiary designations correct?
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Should I stretch my IRA?
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Have I told my survivors my wishes?
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Do I know what I need to know about estate and inheritance taxes?
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Is my current plan maximizing my tax deductions to my heirs?
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Should I set up a trust?
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What should I do with my home at my death?
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What is IRD?
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Am I effectively managing my estate?
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How can I give my money away, have enough retirement income, and still pass my assets to my children/grandchildren?
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How do I spend the assets I have left efficiently?
ELDERCARE
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Caring for my aging parents
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How will I be able to help a loved one with Alzheimer’s disease?
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Being a caregiver
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Finding the right care facility for an older relative
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Choosing long-term care insurance
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When do I consider a nursing home?
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Making sense of Medicare
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Power of attorney issues
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Executor and Executrix responsibilities
EDUCATION PLANNING
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What will it cost me to get ready?
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Understanding college savings options
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529 college planning
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Do I qualify for financial aid for my kids?
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What is FAFSA?
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State or Private schools?
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Is there a way to shelter assets?
LIFE EVENTS/FAMILY SECURITY
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Upcoming wedding expenses
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What to do when a relative dies
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New job/career - benefits review
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401(k) plan choices for job changes
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Life Insurance - How much is enough?
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Divorce/Spouse death: Now you’re “on your own”
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Grandchildren have arrived! I want to enhance their financial future
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Disability: Who will pay my monthly bills when I can’t work?
FINANCIAL BASICS
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Organizing my financial records
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Create a household budget
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Reducing debt
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Creating a simplified “big picture” plan