Are you receiving a LUMP SUM?

Answering these questions may help you evaluate your short-term and long-term goals:

  • Will you have enough money to meet your retirement needs and other long-term goals?
  • Do you need more current income?
  • How much risk can you tolerate when investing?
  • Do you need to bolster your retirement savings?
  • Are there ways to minimize any upcoming income and estate taxes?
  • How diversified are your investments?