What is your plan for retirement? Are you on track to reach your retirement investment goals? Are you saving enough?

Income Strategy
Do you have an income strategy that generates the monthly cash flow needed to meet current expenses?

What do you know about sustainable withdrawal rates in retirement planning?

Workplace Investments
How is your 401(k) / 403(b) / etc. invested?

Benefits and Social Security
Do you know what your company, Social Security, and Medicare benefits are and how they fit into you overall investment strategy?

Health Care / Long-Term Care
What do you know about longevity planning, and how does your current plan address the risk of outliving your assets?