Category: Updated Checklists and Flowcharts

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…

We’re excited to release two new checklists today.  One is centered around the unique financial planning issues that arise when someone is starting a business.  The other deals with issues associated with identity theft and fraud, which has spiked in…

Two New Resources Available.  We have two new resources available that are particularly relevant.  Both deal with conversations that many advisors are having with their clients.  We’re also excited to be in the midst of reviewing and updating almost all…

The resources have been reviewed and updated for 2020 including the new SECURE Act rules!  We have addressed three kinds of changes: Annual Limits: The resources have been updated to reflect the 2020 Annual limits since mid-December.  For a summary of…

Two New Checklists: For our last two checklists of the year, we wanted to address insurance-based issues.  These two checklists cover many of the common items to look for when reviewing a client’s insurance policies and doing a needs analysis. What…

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…