One way to describe the services we perform is to present the type of questions we address
questions for MillennialsWhat type of account should I put my savings in?
How do I manage credit card debt? What should I know about health insurance? How much should I spend buying a car? questions for baby boomersWill I run out of money in retirement?
Can I maintain my lifystyle? Am I prepared for health care costs? How should I withdraw money from my investment & retirement accounts? When should I (we) take Social Security? Do I need a living trust? If I died, would my spouse know how to....? Should I consider a Reverse Mortgage? |
questions for Gen xHow should I be saving for my retirement?
What about college for my kids? Do I need a will? What about other documents? What should I know about life insurance? How much should I spend buying a home? questions for the greatest generationWhat if I need long term care?
Where will I live if I can't live at home? How do I avoid being taken advantage of? What is important to me at the end of my life? How easily will my assets transfer to my heirs? |