Checklists & Flowcharts

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Checklists & Flowcharts

Nov 23
1 min

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 alre...

Jun 17
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
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 fo...

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 termina...

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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