Financial Planning & Life Changes
Checklists:
- Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud
- Important Dates
- Important Milestones
- Important Numbers
- Issues To Consider As A New Client
- Issues To Consider In A Client Annual Review Meeting
- Master List Of Goals
- What Documents Do I Need To Keep On File
- What Issues Should I Consider If I Get A Promotion Or Raise At Work
- What Issues Should I Consider If I Lose My Job
- What Issues Should I Consider When Buying a Home
- What Issues Should I Consider When Having Or Adopting A Child
- What Issues Should I Consider When Reviewing My Investments
- What Issues Should I Consider When Starting A Business
- What Issues Should I Consider When Starting A New Job
Flowcharts:
- Am I Subject To A Behavioral Bias Regarding An Asset I Own
- Do I Qualify For Social Security Disability Benefits
- Pay Stub Review
- Should I Consider Refinancing My Mortgage
- Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business
- Should I Roll Over My Dormant 401k
- Will I Avoid Social Security's Government Pension Offset
- Will I Avoid The Social Security Windfall Elimination Provision
- Will My Social Security Benefits Be Reduced
Estate Planning
Checklists:
- What Issues Should I Consider Before Closing The Estate
- What Issues Should I Consider Before I Update My Estate Plan
- What Issues Should I Consider For My Aging Parents
- What Issues Should I Consider If My Parent Passed Away
- What Issues Should I Consider When Purchasing Long Term Care Insurance
- What Issues Should I Consider When Reviewing My Estate Planning Documents
- What Issues Should I Consider When Reviewing My Health And Life Insurance Policies
- What Issues Should I Consider When Reviewing My Property 038 Casualty Insurance Policies
Flowcharts:
- Am I Eligible For Medicare Part A and Part B
- Should I Change My Medicare Coverage During Open Enrollment
- Will I Avoid IRMAA Surcharges On Medicare Part B and Part D
- Will I Avoid Medicare Enrollment Penalties
- Will I Be Enrolled Automatically In Medicare
Help With Your Spouse
Checklists:
- What Issues Should I Consider During My Divorce
- What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness
- What Issues Should I Consider If My Spouse Passed Away
- What Issues Should I Consider When Getting Married
Flowcharts:
- Am I Eligible for Social Security Benefits as a Spouse
- Am I Eligible for Social Security Benefits As A Surviving Spouse
- Am I Eligible for Social Security Benefits If I'm Divorced
- Should I Inherit My Deceased Spouses Traditional IRA
How We Work
Checklists:
- As A High Income Taxpayer How Might President Biden's Tax Plan Affect Me
- As A Retiree What Issues Should I Consider When Reviewing My 2020 Tax Return
- As Someone Who Is Working What Issues Should I Consider When Reviewing My Tax Return
- How Might President Biden's Tax Plan Affect Me
- What Issues Should I Consider Before The End Of The Year
Flowcharts:
- Am I Eligible For A Qualified Business Income Deduction
- Can I Do A Net Unrealized Appreciation NUA Distribution
- Can I Make A Deductible Contribution To My HSA
- Do I Need To Start Making Estimated Federal Income Tax Payments
- Is The Distribution From My 529 Plan Subject To Federal Income Tax
- Should I Set Up A Traditional 401k For My Business
- What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions
- Will A Distribution From My Roth IRA Be Tax and Penalty Free
- Will A Distribution From My Traditional IRA Be Penalty Free
- Will I Have To Pay Tax On My Qualified ESPP
- Will I Have To Pay Tax On The Sale Of My Investment
- Will I Receive A Step Up In Basis For This Gifted Property
- Will I Receive A Step Up In Basis For This Inherited Property
- Will The Distribution From My HSA Be Tax and Penalty Free
How We Work
Retirement
Checklists:
Flowcharts:
- Can I Avoid Taking My RMD After Reaching My Required Beginning Date
- If I Retire Early Should I Buy Health Insurance Through The Health Insurance Marketplace
- Should I Take My Pension As A Lump Sum
- Will Healthcare Change As I Transition Into Retirement
- Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules
Retirement Accounts & Tax Planning
Flowcharts
- Can I Contribute To My Roth IRA
- Can I Delay Distributions From The Traditional IRA I Inherited
- Can I Make A Backdoor Roth IRA Contribution
- Can I Make A Deductible IRA Contribution
- Can I Make A Mega Backdoor Roth IRA Contribution
- Should I Consider Doing a Roth Conversion
- Should I Contribute To My Roth 401k
- Should I Contribute To My Roth IRA Vs My Traditional IRA
- Will My Roth IRA Conversion Be Penalty Free