THE FIVE GREAT GOALS OF LIFE

1. Do you have any overall plan or strategy for tripling
   your income during retirement?

2. To what extent might you like to use that principal to intervene in
    the financial lives of your children while you are still alive,
    or as legacies to them, or both?

3. Would your children be able to give your grandchildren
    the education you gave them?

4. Are your parents living? Do you expect to become financially
   responsible for them at some point, and what is your plan
   for funding that responsibility?

5. Is there an institution that you care deeply about (a church, or charity,
   or school, for example) to which you would leave a meaningful legacy
   if we could figure out a way for you to do that?