What's Important to You?

Please take a minute to review the topics and related questions below.
Chances are that I have information that will help us address many of the issues that worry you.


Will my money last through retirement?

Do I need long-term care insurance?

What are my retirement investment options?

How do I manage all my retirement plans?

What should I do with my employer retirement plan?

Since I’m retiring soon, what do I need to know?

Should I retire to a different state?

Elder Care

How does Medicare work?

What should I look for in a nursing home?

How do I cope with Alzheimer’s Disease?

What happens if I have to care for my parents?

Education Planning

How much should I save for college?

When should I start saving?

Will I qualify for financial aid? How do I find out?

What are my college saving options?

Estate Planning

What should I know about estate planning?

How do I protect my estate from taxes?

Will my family be secure if something happens to me?

How do I create a legacy for my children?

Can I provide for my favorite charity when I’m gone?

What will my survivors need to know?

Life Events

How do we manage our finances after getting married?

What happens to my 401(k) when I change jobs?

What are my options if I’m laid off?

What happens to my assets after my divorce?

What do I do if a loved one dies?

Financial Basics

How do I keep my records safe and organized?

How do I do a better job of budgeting?

How do I reduce my debt?

How do I teach kids about money?

How do I help a young adult establish a financial strategy?

This material should be used as helpful hints only. Each person’s situation is different. You should consult your investment professional or other relevant professional before making any decisions.