Art

Will your estate be devastated by taxes?

What would you do if you had more free time?

Have your investment goals changed over time?

Which of your current responsibilities would you like to give up?

Making the same investment mistakes over and over?

How much is enough?

Are your documents in order?

Do you know where your money goes?

Having trouble setting goals?

Tempted to make investments that aren’t part of your “plan?”

Unsure about your rate of return?

Do you have a fear of being audited?

Will your family be OK?

What have you always wanted to do?

How do you get a fair settlement?

Is your asset mix right for you?

Do you have to give up your pension?

What do you value most in life?

Why is asset allocation so critical?

How would you define “risk?”

What does retirement mean to you?

Are you prepared for disaster?

Are you missing the big picture?

Are you ready for retirement?

Having trouble deciding when to buy or sell investments?

Do losses keep you awake at night?

If you had more money what would you do?

How can you minimize your taxes?

Are your emotions affecting your investment decisions?

Are you invested for retirement?

When are you happiest?

When is the best time to sell an investment?

How much risk should you take?

Should you keep the house?

What keeps you up at night?

Are you fearful of making an expensive mistake on your taxes?

Do you have a strategy?

Worried you’ll outlive your money?

Going through a difficult transition in your life?

Other Links

Cicily’s Book on Amazon.com

Michelle’s Travel Photos on Flickr

Kinder Institute of Life Planning

Quicken

Financial Planning Association

National Association of Personal Financial Advisors

Certified Financial Planners Board of Standards, Inc.

First Step Cash Management

Sudden Money Institute

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