What Generation Are You?

  • Starting your first entrepreneurial venture?
  • Do you understand your credit score?
  • Build up savings or pay down debt?
  • How should you create your first budget?
  • What is the best way to manage student debt?
  • What money moves to make when we get married?
  • Considering buying your first home?
  • How much should you be saving for retirement?
  • Setting up the college fund for your new baby?
  • How should you set up your beneficiary designations?
  • What to do with bank accounts if you move internationally?
  • Getting killed in taxes?

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  • Getting crushed in taxes?
  • Does it feel like you are spending too much?
  • Considering a work sabbatical?
  • How to pay for kids college education?
  • Getting married for the 1st time in your 40’s?
  • Thinking about starting a business from home?
  • What to do with your current stock options?
  • Is it smart to pick up some additional life insurance?
  • Going through a divorce?
  • Are you on track for retirement?
  • What to do with old 401(k)’s?
  • Do you need a will or a trust?

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  • Getting crushed in taxes?
  • Will you be able to retire on time?
  • What is the best way to recreate a paycheck in retirement?
  • How to pay for kids college education?
  • How can I get my company to work harder for me?
  • What is the smartest age to begin taking social security?
  • Should I get long term care insurance?
  • How should I talk to my parents about their estate?
  • Going through a divorce? A 2nd divorce?
  • What to do with old 401(k)’s?
  • Do you need a will or a trust?
  • Is my asset allocation set up correctly?

Continue >

  • How do I minimize taxes on my current income?
  • How can I get more income out of my assets?
  • What is the best way to manage my overall estate plan?
  • Are there smart money moves for my grandchildren?
  • How do I sell the family business to my children?
  • When do I need to start taking required minimum distributions?
  • Should I get long term care insurance?
  • What age should I be taking social security?
  • Should we be setting up a trust?
  • Is it a good idea to still be in stocks at my age?
  • Is my asset allocation set up correctly?
  • How should I discuss my estate with my children?

Continue >

 

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