Ask A Planner

Do you have a general financial planning question? If so, please use the form to send it to us and we will respond to each question submitted. 

Please take a look at some of the previous questions we have received.


Q:  One of my parents has passed away suddenly, and I'm not sure where to start or what to do. What do you suggest?

A:  Survivor's Financial Reminders:  Death of a Spouse


Q:  What is the difference between a traditional IRA and a Roth IRA?

A:  Traditional IRA Vs. Roth IRA: Choosing the Best Fit


Q:  I'm thinking about retiring at age 62, does it really matter when I start taking Social Security Benefits?

A:  Should I Wait to Start My Social Security Benefits?


Q:  I'm living paycheck to paycheck, what are some simple things I can do to save some money?

A:  Finding Extra Ways to Save

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