Your “Financial Plumbing” Questionnaire
What areas of your financial plumbing are you most concerned about checking in 2018?
| □ Reducing tax liability | □ Increasing retirement savings |
| □ Saving for child/grandchild | □ Caring for a loved one |
| □ Charitable giving | □ Establishing a travel budget |
| □ Moving to a new home/area | □ Health care expenses |
| □ Reducing debt | □ Ability to retire |
| □ Ability to remain retired | □ Changing jobs |
| □ Investment performance | □ Market volatility |
| □ Reviewing insurance needs | □ Adding to emergency fund |
| □ Reviewing company retirement plan options | |
| □ In event of death or disability, assuring spouse/loved ones are provided for | |
Check events you’re interested in attending to address your financial plumbing concerns.
| □ Legal Issues for Caregivers | □ Long-Term Care for a Loved One |
| □ Identity Theft Protection | □ The World of Bitcoins |
| □ Estate Planning 101 | □ Social Security Ins and Outs |
| □ Teaching Children how to Manage Finances | |
| □ Life Insurance – How Much Does My Family Need | |
| □ How to Choose Funds in 401k’s, 403b’s, and Similar Retirement Plans | |
Email me, Greg@2ndHalfWealth.com and let me know the answers to these questions or give me a call and we can set up a time to discuss these areas.
