28411 Northwestern Highway
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?
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?
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?
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?
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?
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.