Blog

We’re excited to make available the “What Issues Should I Consider If My Spouse Passed Away?” checklist as a sample.  If you’ve been curious about our checklists, then you’ll want to see this free sample.   This checklist covers 29 of the…

We are excited to release two new checklists for our members. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and are designed to make sure advisors don’t miss a planning issue (a brief philosophy of…

Recently, Michael Lecours was invited onto the Advisor Success Series Podcast hosted by Matt Shute of 3D Asset Management. Michael and Matt dug into several issues including: The frustration that led to Michael creating fpPathfinder The types of advisors that…

Today we are releasing two new checklists for our members. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and designed to make sure advisors don’t miss a planning issue (a brief philosophy of our…

The wait is over!  Today, we are excited to announce the addition of checklists to our lineup. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and designed to make sure advisors don’t miss…

We’re excited to announce two new items for our members: Important Numbers Quick Reference:  There are lots of important numbers that advisors need to keep in mind.  In some cases, those numbers are annual limits and change each year.  Other times, the figures…

We are excited to make available two additional flowcharts to our Essentials and Deluxe members.  This brings the total number of flowcharts up to 29! Will I Avoid The Social Security Windfall Elimination Provision?  Clients who expect to receive a…

We’re excited to announce a redesigned back page for our Deluxe members.  This new design is more flexible than our original design. So if you have a long email address, name, or title this design should accommodate your needs a…