Common Questions that I am asked

I have many questions about "do I have enough money to last a lifetime?'

My answers are seldom short, but this is almost like asking if I have a crystal ball.

How much are budgeting for travel and entertainment each year?

Can you tell me if you or your spouse going to need any outside help to take care of you? i.e. managing costs for extended periods of care issues.

Can you tell me how long you are going to live?

Can you tell me if a family member (parents, siblings,children, grandchildren, great grandcldren) is going to need financial help?

As you can see I am only asking what I call "the big bullet questions."

There are dozens of unasked questions.

In closing this out...work as team, ask your repesentive to be both open with you and patient. Giving you both an opportunity to consider your personal situation.

 

Calculators