“How is your IRA invested? Are your investments as tax efficient as possible? Have you taken your RMD for the year? Is your estate plan up to date?”My job as a wealth advisor is to educate, empower and engage clients in their personal finances so that they can live their best lives. I spend time with clients in all areas of financial planning and investments to best help them get to where they want to go. My process starts with a conversation. I want to learn about what’s important to the individual – personal values, family, business and interests, goals and future plans. I then tailor a custom plan to help achieve these goals and aspirations. Many of my clients’ plans are based upon the following goals:Retirement ReadinessRetirement IncomeEducation Cost PlanningStrategic Tax & Est...