When, in the next six months, do you expect to have additional funds available?
In order to do the best job possible for you, I need to know when you're going to need investment
advice. I am really trying to make certain that nothing slips between the cracks. So what do you have
coming up in the next few months that we should be talking about?
When is your next CD/GIC due?
How many money market funds do you have?
Do you have any kind of lump sums due, say bonuses, tax refunds, gifts, inheritances?
What investments do you own, say with another firm or in the safety deposit box, that you might like a
second opinion on?
Do your parents ever gift their grandchildren with money? (and/or) Do you ever gift your grandchildren
Any bonds maturing in the next year or so?
Have you ever bought any annuities or real estate tax shelters? Will any of them be paying out this
Do you have any money I don't know about?