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What Keeps You Up At Night?

Sep. 08, 2020 11:31 AM ETSPDR® S&P 500 ETF Trust (SPY)
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  • Planning for retirement is often talked about, but making sound financial decisions to move forward can be stressful for some.
  • In this article we wanted to ask you a lot of questions on many areas of financial and retirement planning.
  • Take a minute to review the topics and related questions below. Check off any concerns you have right now. Chances are we have information that will help address many of.


-Will my money last through retirement?

-Do I need long-term care insurance?

-What are my retirement investment options?

-How do I manage all of my retirement plans?

-What should I do with my employer retirement plan?

-Since I’m retiring soon, what do I need to do now?

-Should I retire to a different state?

Education Planning:

-How much should I save for college? When should I start planning?

-Will I qualify for financial aid? Where do I start?

-What are my college savings options?

Life Events:

-How do we manage our finances after getting married?

-What happens to my 401(K) when I cane jobs?

-What are my options if I’m laid off?

-I’m getting divorced. What happens to my assets?

-What do I do when a loved one dies?


-How does Medicare work?

-What should I look for in a nursing home?

-How do I cope with Alzheimer’s disease?

-What happens if I have to care for my parents?

Estate Planning:

-What should I know about estate planning?

-How do I protect my estate from taxes?

-Will my family be secure if something happens to me?

-How do I create a legacy for my children?

-Can I provide for my favorite charity when I’m gone?

-What will my survivors need to know?

Financial Basics:

-How do I keep my records safe and organized?

-How do I do a better job budgeting? How do I reduce my debt?

-How do I teach little kids about money?

-How do I help a young adult establish a financial strategy?

If you still need answers to one or more of these questions, we’re simply here to help. One of our team members would like to help you move forward to a better financial path. Please contact us at info@crosspointwealth.com

Until Next Time…

Analyst's Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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