Our Focus Questionnaire In an effort to better serve you, please take a minute and complete the following. Please ponder each item and return this to us. Thank you very much. I would like to review the following items... Please enable JavaScript in your browser to complete this form.Retirement PlanningWill my money last throughout retirement?How do I set up an income stream for my retirement assets?Should I consolidate my retirement plans?Which assets should I spend down first during retirement?Which pension option should I take?How do I plan for potential long term care costs?What should I do with my employer retirement plan after I retire?Understanding required minimum distributions (RMDs).Should I convert my IRA to a ROTH IRA?How much will I be required to begin takein out of my 401(k) / IRA when I turn 73?How can I direct my IRA required minimum distributions (RMD's) to a charity and avoid paying taxes?When should I begin taking Social Security?How does Medicare work?What should I consider before claiming my Social Security benefits?I am turning 65 soon and I would like to know what I need to do regarding Social Security, Medicare, etc.Education PlanningWhat is the average cost of a college education?How can I help my grandchildren with education expenses?What happens if I don't spend all the money in my 529 plans?How much should I be saving for college?Will my child qualify for financial aid? When do I start to apply?What are my college savings options?Should I set up a UTMA or a 529 plan to save for college?Your Name *Email *Phone NumberMessageSEND NOW
