Are my investments positioned correctly? Am I paying too much in fees?
Between saving for retirement, paying back graduate school loans, saving for my kids’ college and childcare, and accelerated mortgage payments, how do I decide how much goes where?
Should I get a will or a trust set up?
How can I protect my family should the unexpected (or worse) happen?
Should I be working with a CPA? Could I be saving money on taxes?
What should I prioritize within my finances?