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Top 20 Financial Planning Questions Part 2

The second 10 of 20 top financial planning questions

  1. Is my estate plan up to date?
  2. Have I named my beneficiaries properly?
  3. Can I reduce my tax exposure?
  4. What is my risk tolerance?
  5. Do I know what I own and why?
  6. What are my rates of return?
  7. Is my investment plan current?
  8. What about money is important to me?
  9. If I had 5 years to live, what would I change?
  10. What are my financial goals?
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