Seacoast Family Law LLC

HOW WELL CAN YOU ANSWER THESE QUESTIONS?

• Are you confident that you will have enough funds to live comfortably when you retire?

• What are the five basic steps you need to follow to ensure that your retirement plan is adequate and accurate?

• How much do you need to save now to fund a child's education in the future?

• What are the various investment choices for retirement and education planning?

• Do you currently maintain a budget?  Do you need one?

• Do you know what affects your credit score, how, and why that may be important?  Do you need help with credit repair?

• What types and how much insurance do you need to carry?

• What pitfalls and penalties can you avoid when you have to make changes or withdraw funds from your retirement investments?

• What is a QDRO?  Alternative Minimum Tax? Passive Income Loss Limitations? Why might those terms  be important?

• What types of savings and investment vehicles have tax advantages today, which have tax advantages tomorrow, and which should you choose?

• What is a portfolio? What are the different types of investment diversification and who is monitoring the risk levels in your portfolio?  What level of risk is right for your stage in life?

• Do you have a personal financial statement?  Is it prepared in accordance with Generally Accepted Accounting Principles (GAAP)?  Do you know how to read and use one?  Would yours be acceptable to a bank?  To a court?

• Do you know anything about what you need to do to qualify for Medicare A? B? C?  How about disability and/or social security?

• What estate planning documents do you have?  What estate planning documents do your parents, siblings, and children have?  What documents do you need?

• Are you paying more than you should in investment fees, in broker commissions?  In taxes?  Do you think it's safe to have a tax preparer in a clothing store or convenience mart review your tax returns?

Why work with a Seacoast Family Law consultant on your personal financial plan?

Because Seacoast can help you to answer all of these questions and more.

If you can answer all of these questions, please accept an invitation to send us a resume, you are on top of your financial game and should be helping others to be. We only use top notch consultants.