Where Does Your Financial Planning Stand Today?
At CIS we found that a quick six-question financial check-up can give you an idea of where you stand.
- Have you established specific financial planning goals to work toward, both near-term and long-term?
- Have you determined how much money you need to: afford the type of retirement you desire? buy a house? fund college expenses? meet your estate planning goals? fund charitable giving?
- Have you recently looked for opportunities to reduce your tax burden by better managing your spending and investing throughout the year?
- Do you have the right types of insurance, in the right amount, that you need to protect yourself and your family?
- Have you established an estate plan to provide for loved ones and for making charitable bequests?
- Do you know if you are taking too much or not enough risk with your investment portfolio for generating the returns you need to achieve your financial planning goals?
Do you know where you stand? If you cannot answer "Yes" to any or all of the above six questions, CIS can help. »