Thinking of what’s ahead as you approach retirement can spark questions about your preparation. We can answer your questions and help ensure that you are adequately prepared to maximize and enjoy the rewards you have earned. Your questions may include:

• When and how should I exercise my stock options?
  
• How much of my income should I invest in each of the retirement and savings plans available through my employer to maximize my benefits?
  
• Are there special tax considerations I should know about if I buy or sell shares of my company stock?
  
• How much do I need to save to meet my preferred retirement lifestyle?
  
• Where should I keep my retirement savings?
  
• What’s the best way to pay for my children’s education?
  
• How much can I help my parents?
  
• How much will I need to retire comfortably and maintain my lifestyle?