Cash Management

• What is my current cash flow?
• What is my current net worth?
• How much do I need for emergencies?
• How much should I save to reach my goals?

Estate Planning

• What is my potential estate tax liability?

Tax Planning

• What are the tax savings generated by my mortgage?
• Compare taxable, tax-deferred and tax-free investment growth
• What are the tax implications of paying interest?
• Should I itemize or take the standard deduction?

Insurance

• How much disability income do I need?
• What are my long-term care insurance needs?
• How much life insurance do I need?

Retirement

• How much will I need to save for retirement?
• I'm retired, how long will my savings last?

Educational Savings

• How much should I be saving for college?
• How much will college cost?