□ When can I afford to retire?
□ How much should we invest and how?
□ How can we save on our income taxes?
□ How should I choose among the benefit programs offered by my employer?
□ When should I begin to take my Social Security retirement benefits?
□ How much should we have available for emergencies or unplanned events?
□ What should we plan on saving for our children's college expenses and how?
□ Should we consider purchasing a house or rent?
□ How much should I save each year?
□ Should I contribute to a 401k, IRA, Roth IRA or other retirement accounts?
□ How much life insurance should I own and what type?
□ Should we consider purchasing Long-Term Care Insurance?
□ What estate planning documents do we need?