Top 20 Financial Planning Questions Part 2
The second 10 of 20 top financial planning questions
- Is my estate plan up to date?
- Have I named my beneficiaries properly?
- Can I reduce my tax exposure?
- What is my risk tolerance?
- Do I know what I own and why?
- What are my rates of return?
- Is my investment plan current?
- What about money is important to me?
- If I had 5 years to live, what would I change?
- What are my financial goals?