What are Your Financial Questions?

Every financial journey is different, but all share common concerns along the way.

Here’s a list of questions related to concerns, hopes, and decisions that often arise as people work toward their goals.

When we work together, I’ll help you answer these questions—and many more—with advice tailored to your specific goals, values, and circumstances.

  • How healthy are my finances?

  • How can I live a great life and not run out of money?

  • When can I stop working?

  • How should I invest my money?

  • How much do I need to retire?

  • How can I retire early?

  • Should I choose Traditional or Roth IRA’s?

  • How do I navigate legally required RMD’s?

  • How much can I spend each year?

  • Am I taking too much risk?

  • How can I reduce my taxes?

  • How do I transition from saving to spending?

  • What will I do to stay busy and fulfilled in retirement?

  • What goes into creating a strong financial plan?

  • What’s the best way to protect my assets?

  • How should I manage my debt?

  • How do I choose the best employer benefits?

  • Do I need long-term care insurance?

  • Should I choose Medicare or Medicare Advantage?

  • Do I need a Medigap plan?

  • How do I minimize doctor and hospital fees?

  • How do I select the best prescription drug coverage?

  • Should I consider Roth conversions?

  • How much life insurance do I need?

  • How do I financially navigate divorce?

  • Should I buy or rent?

  • Should I refinance my mortgage?

  • Should I pay off my mortgage early?

  • Do I need an estate plan?

  • Am I prepared for emergencies?

  • How should I set up my emergency fund?

  • How do I pay for college?

  • Which investment products and strategies should I avoid?

  • Are actively managed investments worth the fees?

  • How do I maximize Social Security benefits?

  • How should I best diversify my investments?

  • What’s the right balance between saving and spending?

  • How do I maximize credit card rewards/miles?

  • How will the new legislation impact my financial plans?

  • Will I have too much money at the end?

  • What’s the best way to leave money to my heirs?

  • Should I have a will, a trust, or both?

  • How do I navigate the loss of a spouse?

  • What happens if I become incapacitated?

  • How do I navigate healthcare decisions?

  • What is IRMAA and can I avoid paying it?

  • Should I have a financial advisor?

  • Is a financial advisor worth the expense?

  • How do I choose a financial advisor?

  • Am I paying too much for my current financial advisor?

    Ready to get your questions answered?