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What Are Common Questions One Should Ask In Financial Planning.

Summary

A comprehensive article by weber financial

fincancial planning services

Weber Financial ormond beach florida

RETIREMENT & WEALTH ACCUMULATION PLANNING

How much should I be saving for retirement?
How much income will I need to retire comfortably?
Where should my retirement savings be invested?
How can I protect my current retirement assets from market volatility?
Are there better alternatives to my current retirement asset allocation?

PROTECTION PLANNING

How much life insurance should I have?
What type of life insurance do I need?
Should I consider long term care coverage?
Is my income protected in the event of a disability due to sickness or accident?

BUSINESS PLANNING

Should I have a business succession plan?
What will happen to my business interest in the event of my death?
How will the IRS value my business?
How do I provide benefits to my key employees?

ESTATE PLANNING

Are my Wills & Trusts up to date?
Are my intentions clearly defined?
Do I have an Estate Tax Burden?
Have I left my heirs asking, WHAT NOW?How Can I include a charitable organization in my estate plan?
How can I create a legacy for my grandchildren?

EDUCATION PLANNING

How much should I be saving for my child’s education?
Where should those savings be allocated?
Should I consider a 529 plan?
Are there other tax favored education savings vehicles I should be considering?

For a comprehensive understanding on financial planning, please visit: Weber Financial | Ormond Beach | Financial Planner | Investment Advisors