• Member Section
  • About Us
  • Blog
  • Log In
  • Become a Member

fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

  • Member Section
  • About Us
  • Blog
  • Log In
  • Become a Member

Bonus Flowchart and Resource Updates

September 5, 2019
Resource Additions, Announcements, Updated Resources

We are excited to release a bonus flowchart this month. Not to mention, we have also made a few small changes to two other resources.

Bonus Flowchart:

If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?: The health insurance decision for early retirees can be very complicated.  It can be one of the more stressful decisions an early-retiree must make. This particular flowchart was developed in collaboration with Jeff Levine and based on the recent Nerd’s Eye View article he wrote covering this topic.

Updated Resources:

What Issues Should I Consider After Getting Married?:   We are changing the headline/title of this checklist to read “What Issues Should I Consider WHEN Getting Married?”  because it more accurately describes the issues covered.  In reality, this checklist includes many items that should be addressed BEFORE getting married (not just afterward).

Can I Do a Qualified Charitable Distribution From My IRA?:   Two minor changes have been made to this flowchart.  First, we updated where on the tax return the QCD should be reported (line 4, instead of 15). Second, we clarified that Designated Funds and Scholarships are eligible for Qualified Charitable Contributions.   

What do you think of this bonus flowchart and these recent updates?  Send me an email – I’d love to hear your thoughts.

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Categories

  • How Advisors Use The Resources
    • Best Practices
    • Getting Started
    • Marketing
    • Planning Management
  • Announcements
    • Resource Additions
    • Feature Annoucements
    • Updated Resources
  • In The Press

Become a Member

Navigate the growing complexity of retirement planning. Get instant access to download flowcharts now!
Become a Member

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“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
Become a Member
  • Become a Member
  • Member Section
  • Blog
  • TOS & Privacy Policy
  • Suggest a Flowchart or Checklist
  • Careers: We’re Hiring

Recent Blog Posts

  • New Flowchart, 2021: Do I Need To Start Making Estimated Federal Income Tax Payments?
  • New Checklists, 2021: How Might President Biden’s Tax Plan Affect Mass Affluent and HNW Clients
  • I’m About To Use A Checklist With A Client, How Do I Prepare Myself?
  • How Do I Use These Resources In A Client Meeting?

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Have a question, idea, comment, or see an error? We want to know! Email us at support@fppathfinder.com!

Copyright © 2021 fpPathfinder, All rights reserved.

Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail and Wealthbox.

Learn More

Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

Learn More

Save time by downloading all the checklists and flowcharts with one click.

Upgrade to Deluxe or Premier to download all the resources with one click.

Learn More