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Questions We Answer

You’ve got questions. We’ll uncover the right answers, together.

While everyone’s life and personal situation is unique, most of our clients share common concerns about their money. Here’s a look at just a few of your questions we’ll address in your financial blueprint:

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    Will I have to change my lifestyle in retirement?
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    Do I have enough money to last the rest of my life?
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    Where will my income come from after I retire?
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    What happens if I need to retire early?
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    When should I begin taking Social Security benefits?
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    What happens to my Social Security benefits if I die?
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    What’s the best approach for handling my 401(k) or pension?
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    Which retirement accounts should I draw from first?
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    Is a Roth IRA conversion right for me?
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    Will my spouse be provided for if something happens to me?
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    Am I paying too much in investment fees?
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    Is my money protected from a market drop?
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    How much will I pay in taxes in retirement?
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    How much can I expect to pay for health care?
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    Will I be able to afford long-term care if – and when – I need it?
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    How can I avoid saddling my beneficiaries with large tax bills?
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    How much money can I give to my loved ones now?
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    Is a trust right for me?
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    Do I need a power of attorney?
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    How often should I update my will and/or trust?