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25 Updated Checklists & Flowcharts

June 29, 2020
Announcements, Updated Resources

We’re continuing our efforts to review and update all of the checklists and flowcharts.  Below is our biggest batch yet to be updated – 25 resources!  In most cases, the changes are being made to improve clarity or to be more consistent in the language and terminology used from one resource to another.  In other cases, we have added or updated planning points and decision points to the resources.  Below is a summary of the most recently updated resources:

  • What Issues Should I Consider Before I Retire? General clarification and clean-up.
  • What Issues Should I Consider Before I Update My Estate Plan? General clarification and clean-up.
  • What Issues Should I Consider During My Divorce? Additional tax planning points. General clarification and clean-up.
  • What Issues Should I Consider If I Get A Promotion Or Raise At Work? Minor clarification and clean-up.
  • What Issues Should I Consider If I Lose My Job? Updated to address coronavirus-related issues. General clarification and clean-up. 
  • What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness? General clarification and clean-up. 
  • What Issues Should I Consider To Fund My Child’s College Education? Corrected 529 distribution FAFSA point. General clarification and clean-up. 
  • What Issues Should I Consider When Getting Married? General clarification and clean-up. 
  • What Issues Should I Consider When Buying a Home? General clarification and clean-up. 
  • What Issues Should I Consider When Reviewing My Health And Life Insurance Policies? Minor clarification and clean-up.
  • What Issues Should I Consider When Reviewing My Property & Casualty Insurance Policies? Minor clarification and clean-up.
  • What Issues Should I Consider When Starting A New Job? Minor clarification and clean-up.
  • Am I Eligible for Social Security Benefits as a Spouse? General restructuring to add new decision points. Minor clean-up.
  • Am I Eligible for Social Security Benefits as a Surviving Spouse? Technical clarifications and minor clean-up.
  • Am I Eligible for Social Security If I’m Divorced? General clarification and clean-up.
  • Can I Do a Qualified Charitable Distribution From My IRA? Added detail to various decision points. Updated for The SECURE Act.
  • Do I Qualify For Social Security Disability Benefits? Corrected typo. Minor restructuring. General clarification and clean-up.
  • If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace? Minor clarification and clean-up.
  • Is The Distribution From My 529 Plan Taxable? Bridge in logic flow to eliminate dead-end. Re-phrasing of education credit decision points. General clarification and clean-up.
  • Should I Inherit My Deceased Spouse’s IRA? Updated for The SECURE Act (RMD age, new beneficiary classes and distribution rules).
  • Will I Avoid IRMAA Surcharges On Medicare Part B & Part D? Minor clarification and clean-up.
  • Will I Avoid Social Security’s Government Pension Offset? Updated the logic flow. General clarification and clean-up.
  • Will I Avoid The Social Security Windfall Elimination Provision? Updated to 2020 numbers. Minor clarification and clean-up.
  • Will My Roth IRA Conversion Be Penalty-Free? Minor clarification and clean-up.
  • Will The Distribution From My HSA Be Tax-Free? Age bracket clarifications. General clean-up.

As always, we welcome feedback from advisors who are having these conversations with their clients. How can we improve these resources? We want to hear from you. And if you have an idea for a resource, let us know.

​To diligent planning,

The fpPathfinder Team

PS – You can learn more about becoming a member of fpPathfinder or upgrading your membership here.

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
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— Deirdre, an advisor in Massachusetts
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
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