- Am I benefiting from directing charitable gifts tax-free from my IRA?
- What is the advantage of a donor advised fund for my charitable giving?
- Am I doing everything I can to reduce my taxable income and take advantage of any and all tax credits?
- Should I increase my deductions?
- Should I consider a ROTH conversion and are there alternative ways to fund ROTH accounts?
- How can I avoid the cost of probate and directly transfer assets to my loved ones
- How can I make sure my estate plan is flexible and adaptable should there be sudden tax law changes or “possibilities” turn into “actualities”?
- When is the optimal time to take social security income?
- How can I be sure I won’t outlive my resources for retirement?
- What’s the best way for me to cover healthcare costs if I retire before Medicare eligibility?
- Should I consider a trust as the right Medicaid planning strategy for myself and my family?
- How much life insurance do I really need?
- Could a hybrid insurance policy or policy rider address my concerns about affording long-term care?
- How much can I safely take from my portfolio each year?
- How much risk am I willing to take in order to achieve my goals?
- How much risk do I actually have in my portfolio now?
