Category: New Checklist Additions

We are thrilled to finally release two checklists that will help you analyze a tax return.  With over 111 votes, this has become the most requested checklist.  Tax returns are complicated to review without following a structured review process. Given…

We are excited to release two checklists this month. This month has a theme to it – it addresses some of the concerns for “sandwich generation” clients.  This is the group of people, typically in their thirties and forties, who…

We are excited to release two checklists this month. As you can tell from these two checklists and the ones we have released this year, we are continuing to focus on providing resources that address major life transitions. For Essential…

We are excited to release both a checklist and a flowchart this month.  This month, we have a theme! Both resources are related to paying for college.  For Essential and Deluxe members, here are the two resources being released today: What Issues…

We are excited to release both a checklist and a flowchart this month.  For Essential and Deluxe members, here are the two resources being released today: What Issues Should I Consider During My Divorce:  This checklist covers 26 planning issues to identify…

We are excited to release two new checklists for our members. The number of checklists has been growing quickly: we now have 8 checklists available to our members and have one sample checklist available to our non-members! For Essential and Deluxe members, here are the…

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…