Not sure what you want to ask a financial advisor? Or don't know which topic your question falls under? Below are sample questions that could help you create your own question and/or pick an advisor who meets your needs in the appropriate category.

1. How much money do I need to retire?
2. At what age must I take mandatory distributions from my 403b account?
3. How much may I save this year for my child's college education if I use a 529 plan to fund it?

1. Have I invested my money correctly?
2. I think one of my mutual funds is a dog. How can I know?
3. Can you help me understand the effects of the news that just came out on my stock?

1. Do I have the right insurance coverage?
2. My company is offering long-term health care insurance. Should I buy it? It seems expensive.
3. What is the best type of life insurance for me?

1. Should I refinance my house?
2. Can you help me understand the fees and rates that my loan salesperson is quoting?
3. Which mortgage is the best for me?

1. Am I choosing the correct mutual funds in my 401k?
2. Which health plan should I select?
3. Which Medicare plan should I choose?

1. Am I paying too much tax?
2. Am I taking the right deductions?
3. What are the tax consequences of my stock options?

Still Unsure? For help with picking a topic or narrowing down your question, you can Contact a Generalist who has the qualifications to evaluate your needs in all financial categories.