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What Keeps You Up at Night?

Please take a minute to review the topics and related questions below. Check off any concerns you have right now. Chances are we have information that will help us address many of the issues that may worry you.

CURRENT CONDITIONS
- How do I better manage my finances during this pandemic?
- I'm concerned about how COVID-19 is affecting my investment portfolio
- I have questions about the CARES Act
- I have questions about the SECURE Act
RETIREMENT
- Will my money last through retirement?
- Do I need long-term care insurance?
- What are my retirement investment options?
- How do I manage all my retirement plans?
- What should I consider before claiming Social Security?
- What should I do with my employer retirement plan?
- Since I am retiring soon, what do I need to do now?
EDUCATION PLANNING
- How much should I save for college?
- When should I start planning?
- What types of financial aid are there?
- What are my college savings options?
LIFE EVENTS
- How do we manage our finances after getting married?
- What happens to my 401(k) when I change jobs?
- What are my options if I am laid off?
- How do I help my recent college grad transition into the workforce?
- What do I do when a loved one dies?
ELDERCARE
- How can I learn more about Medicare?
- What should I consider when evaluating care facilities?
- How do I cope with Alzheimer’s disease?
- What happens if I have to care for my parents?
ESTATE PLANNING
- What is estate planning?
- How do I protect my estate?
- Will my family be secure if something happens to me?
- How do I create a legacy for my children?
- Can I provide for my favorite charity when I am gone?
- What will my survivors need to know?
FINANCIAL BASICS
- How do I keep my records safe and organized?
- How do I do a better job budgeting? How do I reduce my debt?
- How do I teach little kids about money?
- How do I help a young adult establish a financial strategy?
- How do I have financial discussions with family?
OTHER CONCERNS
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