1. Buying a home
2. Planning your retirement
3. Considering downsizing your home
4. Evaluating a reverse mortgage
5. Planning for your children's college education
6. Estate planning
7. Tax planning and tax strategies
8. Giving a significant charitable gift and the ability to utilize the tax write off and affordability
9. Job change
10. Buying a vacation home
11. Affordability of a major expenditure
12. Investment return acceptability
13. Life insurance analysis
14. Social security planning/strategizing