Starting Out
- How much house can we buy?
- How much do we need to save for ourselves and children’s college?
- How do we make optimal use of our employer’s retirement plans and other savings vehicles?
- What’s the impact if one of us were to stop working to raise children?
- How much life and disability insurance do we need?
Mid life
- Am I on track for retirement?
- Is my portfolio taking the right amount of risk?
- Is it cost and tax efficient?
Pre-retirement
- How soon can I retire and maintain my standard of living?
- Should my portfolio change?
- When should I claim Social Security?
- Do I still need life insurance?
- How do draw down my savings in a tax efficient manner?
Sample Retirement Feasibility Study
Investors
- How do I create a low cost, tax efficient portfolio that optimizes all household accounts into one portfolio?
Sample investment plan
