Should I Take My Pension As A Lump Sum?
Employer pensions can make up a considerable portion of your expected retirement benefits. Whether you are nearing retirement or are...
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- Jun 17, 2020
- 1 min
Issues to Consider When Starting a Business
Starting a business is scary, so here's a checklist to help you get started on the right foot. First-time entrepreneurs and seasoned busines
- Jan 28, 2020
- 2 min
Financial Items To Consider When Having A Child
Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in your life.
- Dec 15, 2019
- 1 min
Issues to Consider When Reviewing Health and Life Insurance Policies
Life and health insurance policies are a key part of your overall financial plan.
- Dec 15, 2019
- 1 min
Issues to Consider When Reviewing Property and Casualty Insurance
Property and casualty insurance policies are a key part of your overall financial plan.
- Jul 15, 2019
- 1 min
Is The Distribution From My 529 Plan Taxable?
Investing money into a 529 plan can be an effective strategy to save for college. There are, however, some overlooked nuances...
- Jul 15, 2019
- 1 min
Checklist for Funding My Child's Education
This checklist covers 21 of the most important planning issues to identify and consider when funding child's college.
- Jun 15, 2019
- 1 min
Will I Have To Pay Tax On The Sale Of My Investment?
Calculating the tax impact of selling an investment can sometimes be complicated.
- May 15, 2019
- 1 min
Getting Married Financial Checklist
This checklist covers 28 of the most important planning issues to identify and consider when you are getting married (or remarried). It’s...
- May 15, 2019
- 1 min
Financial Things to Consider After Parent Passes Away
This checklist covers 26 of the most important planning issues to identify and consider after a parent passes away. It’s structured as...
- May 15, 2019
- 1 min
Financial Issues To Consider During Divorce
This checklist covers 26 of the most important planning issues to identify and consider when going through a divorce.
- May 1, 2019
- 1 min
Am I Eligible for Social Security Benefits as a Surviving Spouse?
Social Security is one of the more complicated decisions that an individual must consider. There are a multitude of rules that can have a...
- May 1, 2019
- 1 min
Important Personal Finance Numbers
There are lots of important numbers that you need to keep in mind. In some cases, those numbers are annual limits and change each year. ...
- Apr 18, 2019
- 1 min
Will I Have To Change Healthcare Coverage As I Transition Into Retirement?
There are a lot of moving parts when it comes to deciding what health insurance is most appropriate for someone about to retire. This is...
- Apr 18, 2019
- 1 min
Will I Receive a Step-Up in Basis for Inherited Property?
In most cases, there is at least some kind of step-up in basis when property is inherited. But there are a few exceptions and some subtle...
- Mar 16, 2019
- 1 min
Things to Consider Before I Retire
This checklist covers 32 of the most important things to consider for someone who is about to retire. Updated 3/15/2019
- Mar 15, 2019
- 1 min
Checklist for Updating Your Estate Plan
A list of issues to consider before updating your estate plan. This checklist covers 18 of the most important planning issues to consider...
- Feb 16, 2019
- 1 min
Things To Consider If Spouse Has Been Diagnosed With A Terminal Illness
This checklist covers 28 of the most important issues to identify and consider for someone whose spouse has been diagnosed with a...
- Feb 16, 2019
- 1 min
Things to Consider When Spouse Passes Away
This checklist covers 29 of the most important issues to identify and consider if your spouse has recently passed away. Updated 2/15/2019
- Jan 15, 2019
- 1 min
Will I Avoid the Social Security Windfall Elimination Provision?
Individuals who expect to receive a Social Security benefit and a government pension may see their Social Security benefit reduced due to...
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