Family Info
1 Stepdaughter
2 step grandkids 16, 18
Retirement Planning
Retirement income planning
Retirement tax planning
Long Term Care Planning
Life insurance
Investment, Cash Allocation
Education planning
Estate planning, will and trust
问题：
1-10的保守程度，给自己打个分 Min
401k return多少？
未来对回报率是多少？高一些低一些？ 拿到手15%， 税前要20%
未来回报预期少一点？7-8%
提前约2-3次时间
客人没有压力 commitment Delima
留作业
401k statements
继承的docs. Inheritance & Trust
Questions