INFORMATION WHEN YOU NEED IT


Whether you’re retired or not, there are tough questions you may be asking . . . “Will my pension and savings be enough to keep up with inflation?” “How do I navigate the ups and downs of the market?” “Will I be able to afford long-term care?” “How can I cut my tax bill?”

A report called The Answers to 46 Frequently Asked Questions about Retirement lists and answers questions asked by people when making retirement decisions..

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A LITTLE INFORMATION

Are you retired?
Yes
If not, when do you expect to retire?
Do you have a specific question or issue related to your personal finances that you would like to discuss? If so, please note it here:

Is Your House in Order?

Your emergency fund, insurance policy, home and investments are all part of a solid financial foundation. But are they in order? Do you have enough of an emergency fund, or too much? If you have too much in cash and savings, you risk losing purchasing power because of rising prices of everyday goods and services. Do you have enough life insurance or long-term care insurance? And are your investments where they should be? These are all questions you should be addressing with the help of a Certified Financial Planner™ practitioner.



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