• Dealing with healthcare issues
  • Understanding and determining the need for long-term care insurance
  • Knowing the wisest time to apply for Social Security benefits
  • Deciding what to do with a 529 balance
  • Navigating the process of transferring UTMA and UGMA account to grandchildren
  • Evaluating the appropriateness of trusts
  • Investigating advanced estate planning rules and estate tax savings strategies
  • Helping aging parents
  • Paying off your mortgageā€”advantages/disadvantages
  • Adjusting for boomerang kids