12 Vital Questions
...everyone should ask!
1. Do I have adequate savings?
2. Are my assets invested appropriately?
3. Are my assets properly diversified?
4. Will my assets produce retirement income when I need it?
5. Will my retirement income be sufficient?
6. Is my retirement income guaranteed for life?
7. Is my retirement income inflation protected?
8. Have I taken full advantage of the tax-deferred retirement programs available from the government?
9. Do I have unfunded liabilities?
10. Will I have adequate health insurance when I retire?
11. Have I funded the cost of my long term care?
12. Do I have a valid will? A living will? A health care surrogate and durable power of attorney?*
When you ask these questions the exercise can be challenging and uncomfortable but failing to ask them can be tragic. Your responses, however, provide the starting point for building a sound, personal financial strategy.
Whatever your needs The Cumberland Financial Group LLC can help.
Call Charlie or Mary Smith for a confidential conversation - 1-912-576-3700
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