|
•
|
Can you
afford to purchase that condo down in Florida or on The
Cape? |
|
•
|
Once
your paycheck stops from work, where will your income come
from? Which portion |
| |
of
your savings should you draw from first? |
|
•
|
How do
you pay the least amount of income taxes each year when
making these withdrawals? |
|
•
|
How do
you position your investments to produce the rate of return
you need without |
| |
taking
too much risk? |
|
•
|
How do
you protect yourself in case you get sick and need long
term care? |
|
•
|
How do
you make sure that everything you've worked so hard for
goes to who you want, |
|
| when you
want, without the threat of probate and estate taxes? |
|
•
|
How
do you develop and maintain the confidence you need to continuously
make educated |
| |
decisions
about your finances for the rest of your life? |
