Investment What is the long term impact of increased investment return? Taxable vs. tax-advantaged savings? What is the value of compound interest? Qualified Plan What will my qualified plan(s) be worth at retirement? What is my current year Required Minimum Distribution? How do I maximize my employer 401(K) match? Retirement How much will I need to save for retirement? Are my current retirement savings sufficient? Insurance How much life insurance do I need? What are my long term care insurance needs? Cash Flow How much am I spending? Savings How long will it take to double my savings?
