01. How much cash should I be holding?

02. Is a high yield savings account safe?

03. Should I move money to a CD at my bank?

04. Am I saving enough for retirement?

05. Is this a good target date fund?

06. Why is my 401k performing differently than my account that you manage?

07. Should I use my HSA?

08. Should I go on to COBRA for health insurance after I retired?

09. Should I leave my retirement plan at my old employer?

10. Should I roll my old 401k into the 401k at my new employer?

11. Are my fees high on my 401k?

12. What should I do for health insurance before I start medicare?

13. Should I do a medicare supplement?

14. Should I take money from my taxable investment account and move it to my IRA?

15. Should I take my required minimum distribution from my IRA and move it to my taxable investment account?

16. Should I do a Roth conversion?

17. How much of my IRA should I convert to my Roth IRA?

18. Should I contribute to a Traditional IRA or a Roth IRA?

19. What is a SEP IRA?

20. Can I use a SEP IRA?

21. What is a solo 401k?

22. Can I use a solo 401k?

23. Should all of my accounts have the same allocation?

24. Why did my bonds go down in 2022?

25. Why did stocks go down in 2022?

26. Have I saved enough for retirement?

27. How much should I put down on my home purchase?

28. What should I do about mortgage rates being so high?

29. Is moving out of the state of Illinois a good move financially?

30. Should I stay in Illinois from a financial perspective?

31. How can I lower my tax bill?

32. Does cost segregation make sense for my real estate?

33. What is an ETF?

34. What is a mutual fund?

35. What is a REIT?

36. What is a Separately managed account?

37. Is a separately managed account better than an ETF?

38. Is there a more tax efficient way to be managing my portfolio?

39. Should I hold the same investments in my taxable account as I do my retirement accounts?

40. When should I start social security?

41. Should I start social security the same year as my spouse?

42. What should my spouse do for insurance if they are not working but I am?

43. How can I pay for my kids’ college in 10 years?

44. How much should I keep in cash and how much should I invest?

45. Should I use my cash reserve to pay off debt?

46. Is there any way to lower my state income tax?

47. Is there any tax benefit to having a child this year?

48. How much life insurance should I have?

49. Should I use term life insurance?

50. Does permanent life insurance make sense for me?

51. What is an IUL policy?

52. Should I have a personal disability insurance policy if I already have employer provided coverage?

53. Do I need to update my personal disability insurance policy if my income changed?

54. Is it worth renewing my old term life insurance policy?

55. Does long-term care insurance make sense for our family?

56. What is the proper amount of long-term care insurance for our family?

57. Do both me and my wife need long-term care insurance?

58. If my employer doesn’t offer a 401k match, should I contribute to that or to my IRA?

59. Is there an income limit to contributing to a Roth 401k?

60. What is a non-roth, after tax contribution to a 401k?

61. Should we have a larger allocation to emerging markets?

62. Why can’t I only own stocks in the United States?

63. What is values based investing?

64. Is values based investing the same as ESG investing?

65. Is ESG investing better than normal investing?

66. What are the different kinds of values screens you can have in my portfolio?

67. Can I own all fixed income in my portfolio?

68. What are alternatives in a portfolio?

69. Why don’t I own any hedge funds in my portfolio?

70. Am I too diversified?

71. What is private equity?

72. How should I think about my private real estate in relation to my retirement accounts that you manage?

73. Can I own a larger percentage of my employer’s stock in my portfolio?

74. Is there any way that I can access my concentrated stock position without realizing taxes?

75. Can I borrow against my portfolio?

76. Can I generate more income from my portfolio?

77. Can I only own dividend stocks?

78. Should I borrow against my portfolio or draw on my HELOC?

79. How much should I have in my 401k when I turn 30?

80. What is a good rule of thumb for retirement saving?

81. Is there a way I can provide retirement income to my family and provide for my favorite charity?

82. What is a donor advised fund?

83. How should my donor advised fund be invested?

84. Should I spread out my giving or do my giving bunched together?

85. Can I complete all my giving out of my donor advised fund?

86. What is the difference between a bond mutual fund and a bond ETF?

87. Should I own bitcoin?

88. Should I sell my bitcoin?

89. Will my life insurance proceeds be included in my estate?

90. Am I going to have a taxable estate?

91. Are there ways that I can reduce my estate tax?

92. Can you answer these questions my CPA for my tax return?

93. How can I avoid my child taking out student loans?

94. Is my child’s 529 going to count against them on the FAFSA application?

95. What is an UTMA?

96. What are ways my child’s grandparents can pass money to our kids?

97. Can you give me advice without managing my assets?

98. How are dividends taxed?

99. Why don’t some ETF’s pay out dividends each month?

100. Am I going to be ok?