Nov 23, 20201 minShould 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...
Jun 17, 20201 minIssues to Consider When Starting a BusinessStarting 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, 20202 minFinancial Items To Consider When Having A ChildBeyond the joy brought to parents from having or adopting a child, this is a huge financial transition in your life.
Dec 15, 20191 minIssues to Consider When Reviewing Health and Life Insurance PoliciesLife and health insurance policies are a key part of your overall financial plan.
Dec 15, 20191 minIssues to Consider When Reviewing Property and Casualty InsuranceProperty and casualty insurance policies are a key part of your overall financial plan.
Jul 15, 20191 minIs 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, 20191 minChecklist for Funding My Child's EducationThis checklist covers 21 of the most important planning issues to identify and consider when funding child's college.
Jun 15, 20191 minWill 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, 20191 minGetting Married Financial ChecklistThis checklist covers 28 of the most important planning issues to identify and consider when you are getting married (or remarried). It’s...
May 15, 20191 minFinancial Things to Consider After Parent Passes AwayThis checklist covers 26 of the most important planning issues to identify and consider after a parent passes away. It’s structured as...
May 15, 20191 minFinancial Issues To Consider During DivorceThis checklist covers 26 of the most important planning issues to identify and consider when going through a divorce.
May 1, 20191 minAm 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, 20191 minImportant Personal Finance NumbersThere 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, 20191 minWill 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, 20191 minWill 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, 20191 minThings to Consider Before I RetireThis checklist covers 32 of the most important things to consider for someone who is about to retire. Updated 3/15/2019
Mar 15, 20191 minChecklist for Updating Your Estate PlanA list of issues to consider before updating your estate plan. This checklist covers 18 of the most important planning issues to consider...
Feb 16, 20191 minThings To Consider If Spouse Has Been Diagnosed With A Terminal IllnessThis checklist covers 28 of the most important issues to identify and consider for someone whose spouse has been diagnosed with a...
Feb 16, 20191 minThings to Consider When Spouse Passes AwayThis 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, 20191 minWill 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...