QUESTIONS you may need to answer BEFORE it’s over…

  1. How long will you live?
  2. Do you plan to retire?
  3. Are you going to have enough resources to fund retirement adequately?
  4. Are you hiding your retirement in home equity?
  5. Do you plan to leave your entire home equity to your children?
  6. What do you recommend for your parents, neighbors, customers, CofC members?