Financial future
1. Have you planned for major pre-retirement expenses such as college tuition
for any children?
2. Have you consulted professional advisers such as accountants and attorneys
regarding your financial future?
3. How many years until you plan to retire? What sort of lifestyle do you
want in retirement?
4. If you continue to work during retirement, how much do you expect to learn?
5. How much would you like to have saved by the time you retire?
6. How much will your savings give you in annual income during retirement?
7. To what extent will your retirement income from all sources replace your
current income?
8. Have you made an estate plan that will protect you and your loved ones?
On priorities:
1. Is it more important to save or spend money in your life? Would you rather
use your money for yourself or for others? How would you balance it all?
2. What is the proper balance for you between money and time? Would you rather
work more or less?
3. What things invaluable and worth more than money?
4. Did you learn about handling money from family, friends or school? If not,
what steps are you taking to strengthening your knowledge and ability to handle
your finances?