Five Questions That Matter

  1. What would happen to your family if you died tomorrow? A year from now? Ten years from now?

  2. How can you build a retirement income that you won’t outlive, assuming you (and/or your spouse) could be retired for 30 years?

  3. If you have sufficient income, how can you leave your estate to loved ones with a minimum of taxation?

  4. How will you educate your children? How will your children educate your grandchildren?

  5. Half of one’s total medical expenses may come in the last five years of life. Who will provide for the last five years of your parents’ lives? How will you provide for the last five years of yours?

Studies show that mapping out your financial goals in a thoughtful written plan can make a dramatic difference in your overall net worth.

Kirsten Cowles