General Questions

• Have you determined when you want to retire and what level of income you want in retirement?

• Have you determined how much in assets you need to be able to retire comfortably?

• Have you determined what assets will help fund your retirement?

  • Assets definitely available?

  • Assets that may be available?

  • Assets not available?

• Do you have a list of your sources of income?  Current and future?

• Do you have an estimate of your current living expenses?

  • Recurring versus one-time expenses?

  • Fixed versus discretionary expenses?

• Are you contributing to retirement accounts (i.e., 401k, 403b, IRA, Roth IRA, SEP-IRA, deferred compensation, etc.)?

• Are there any major potential expenses in the future (i.e., healthcare for a family member, purchase of a retirement home, etc.)?

• Do you anticipate any meaningful inheritances from family members?