Page 19 - Financial Life Inspection -DEMOv4
P. 19
Debt & Real Estate
Top Concerns Addressed
Are we in a real estate bubble?
What’s my expected rate of return on my
investment properties?
Is this still the right business structure for me?
Medicare & Social Security
Top Concerns Addressed
When is the best time for me to maximize my
Social Security income?
Does long term care make sense for me?
Legacy Planning & Asset
Protection
Top Concerns Addressed
What percentage of my assets are
protected from lawsuits?
Is my trust properly drafted?
What changes should I think about
making this upcoming year?
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