fpPathfinder

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

Resource List

Summary Resource Guide

Working / Accumulation Phase:

-      What Issues Should I Consider With My Employer-Provided Benefits?

-      Common Pension Plans For Small Business Owners

-      Common Retirement Plans For Small Business Owners

-      What Issues Should I Consider Regarding My Restricted Stock Units?

-      Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business?

-      What Issues Should I Consider Regarding My Incentive Stock Options?

-      What Issues Should I Consider Regarding My Non-Qualified Stock Options?

-      What Issues Should I Consider When Starting A Business?

-      Should I Set Up A Traditional 401(k) For My Business?

-      Can I Make A Backdoor Roth IRA Contribution?

-      Can I Make A Mega Backdoor Roth Contribution?

-      Can I Contribute To My Roth IRA?

-      Can I Do A Net Unrealized Appreciation (NUA) Distribution?

-      Can I Make A Deductible Contribution To My HSA?

Retirement / Decumulation:

-      What Issues Should I Consider When Reviewing My RMD?

-      What Issues Should I Consider With My Social Security Retirement Benefits?

-      Will The Distribution From My HSA Be Tax & Penalty-Free?

-      Will My Social Security Benefits Be Reduced?

-      Will A Distribution From My Roth IRA Be Tax & Penalty-Free?

-      Will A Distribution From My Traditional IRA Be Penalty-Free?

-      Should I Inherit My Deceased Spouse’s Traditional IRA?

-      If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?

-      Am I Eligible For Social Security Benefits As A Surviving Spouse?

-      Am I Eligible for Social Security Benefits As A Spouse?

-      Can I Delay Distributions From The Traditional IRA I Inherited?

-      Do I Qualify For Social Security Disability Benefits?

-      Am I Eligible For Medicare Part A & Part B?

Tax Planning:

-      AGI/MAGI Summary Guide

-      Is My Rental Property Tax Deductible?

-      What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?

-      What Issues Should I Consider As A Business Owner Or 1099 Worker?

-      What Will Have The Least Tax Impact: Harvesting Capital Gains Or Roth Conversions?

-      Do I Need To Start Making Estimated Federal Income Tax Payments?

-      Pay Stub Review

-      Should I Contribute To My Roth 401(k)?

-      Should I Consider Doing A Roth Conversion?

-      Will I Have To Pay Tax On My Qualified ESPP?

-      Should I Contribute To My Roth IRA Vs. My Traditional IRA?

-      Will I Receive A Step-Up In Basis For This Gifted Property?

-      Will My Roth IRA Conversion Be Penalty-Free?

-      Will I Have To Pay Tax On The Sale Of My Investment?

-      Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?

-      Will I Receive A Step-Up In Basis For The Appreciated Property I Inherited?

-      Is The Distribution From My 529 Plan Subject To Federal Income Tax?

-      Can I Make A Deductible IRA Contribution?

-      Can I Do A Qualified Charitable Distribution From My IRA?

-      Am I Eligible For A Qualified Business Income (QBI) Deduction?

Insurance Planning:

-      What Issues Should I Consider When Reviewing My Existing Life Insurance Policy?

-      What Issues Should I Consider When Purchasing A Life Insurance Policy?

-      Does An Annuity Fit Within My Financial Plan?

-      What Issues Should I Consider When Purchasing Long-Term Care Insurance?

-      Should I Change My Medicare Coverage During Open Enrollment?

-      Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?

-      What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies?

-      What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?

-      Will I Avoid Medicare Enrollment Penalties?

-      Will I Be Enrolled Automatically In Medicare?

-      Will Healthcare Change As I Transition Into Retirement?

Estate Planning:

-      What Issues Should I Consider When Creating My Estate Plan?

-      What Issues Should I Consider When Reviewing My Beneficiaries?

-      Should I Use A Donor Advised Fund (DAF) When Giving To Public Charities?

-      What Issues Should I Consider When Reviewing My Estate Planning Documents?

-      What Issues Should I Consider When Establishing My Charitable Giving Strategy?

-      What Issues Should I Consider If I Experience A Sudden Wealth Event?

-      What Issues Should I Consider Before Closing The Estate?

-      What Issues Should I Consider Before I Update My Estate Plan?

Assets and Investment Planning:

-      What Issues Should I Consider When Using A Reverse Mortgage?

-      What Issues Should I Consider When Reviewing My Existing Annuity?

-      What Issues Should I Consider When Owning A Rental Property?

-      Should I Pay Off My Mortgage?

-      What Issues Should I Consider When Harvesting Capital Losses?

-      Should I Consider Refinancing My Mortgage?

-      What Issues Should I Consider When Reviewing My Investments?

-      Should I Roll Over My Dormant Traditional 401(k)?

-      Can I Avoid Taking My RMD After Reaching My Required Beginning Date (RBD)?

Life Events:

-      What Issues Should I Consider When Selling My Home?

-      What Issues Do I Need To Consider As My Child Becomes Independent?

-      What Issues Should I Consider When Moving Out Of State?

-      What Issues Should I Consider When Starting A New Job?

-      What Issues Should I Consider If I Get A Promotion Or Raise At Work?

-      What Issues Should I Consider When Having (Or Adopting) A Child?

-      What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?

-      What Issues Should I Consider If My Spouse Passed Away?

-      What Issues Should I Consider When Getting Married?

-      What Issues Should I Consider When Buying A Home?

-      What Issues Should I Consider Before I Retire?

-      What Issues Should I Consider If My Parent Passed Away?

-      What Issues Should I Consider During My Divorce?

-      What Issues Should I Consider If I Lose My Job?

-      What Issues Should I Consider For My Aging Parents?

-      Am I Eligible For Social Security Benefits If I Have Been Divorced?

General:

-      Can I Make A 529-To-Roth IRA Transfer?

-      What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?

-      Where Should My Next Dollar Go?

-      Internal Client Service Calendar

-      What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0?

-      Should I Pay Off My Debt(s)?

-      What Issues Should I Consider When Dealing With High Inflation?

-      Should I Lease Or Buy My Next Automobile?

-      What Issues Should I Consider When Funding An Unexpected Expense?

-      What Issues Should I Consider At The Start Of The Year?

-      What Issues Should I Consider When Reviewing Cash Flow?

-      What Issues Should I Consider For My Child With Special Needs?

-      What Issues Should I Consider When Starting Out Financially?

-      Master List Of Goals

-      Important Milestones

-      Important Dates

-      Should I Take My Pension As A Lump Sum?

-      What Issues Should I Consider When Paying Off My Student Loans?

-      Am I Eligible For An IDR Plan For My Federal Student Loans?

-      Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?

-      What Accounts Should I Consider If I Want To Save More?

-      What Issues Should I Consider During A Recession Or Market Correction?

-      Issues To Consider As A New Client

-      What Issues Should I Consider To Fund My Child’s College Education?

-      What Issues Should I Consider Before The End Of The Year?

-      What Documents Do I Need To Keep On File?

-      Issues To Consider In Client Annual Review Meeting

-      Important Numbers

-      As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?

-      As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?

What Customers Are Saying About Us

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“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
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
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