fpPathfinder

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

Full List Of Guides

Summary Resource Guide

Client Meetings & Client Service Calendar:

-      Topic Bundle: Client Service Calendar

-      Start Of The Year Planning Issues

-      Master List Of Goals

-      Important Milestones

-      Important Dates

-      New Client Review

-      Important Numbers

-      Client Annual Review

-      End Of The Year Planning Issues

IRAs & Retirement Plans:

-      Inherited Traditional IRA & Inherited Roth IRA Issues

-      Inherited Roth IRA Distribution Rules

-      Inherited Traditional IRA Distribution Rules

-      Twice-Inherited Traditional IRA Distribution Rules

-      Common Pension Plans for Small Business Owners

-      Common Retirement Plans For Small Business Owners

-      SEP & SIMPLE IRA Rules

-      Pension Options Decisions

-      Roth 401(k) Contribution Decisions

-      Roth Conversion Decisions

-      Roth IRA Vs. Traditional IRA Decisions

-      Roth IRA Conversion Tax Rules

-      Traditional IRA Distribution Rules

-      Roth IRA Distribution Rules

-      Inherited Spousal IRA Rules

-      Traditional 401(k) Rollover Decisions

-      Setting Up A Traditional 401(k) For A Business

-      Deductible IRA Contribution Rules

-      Roth IRA Contribution Rules

-      Backdoor Roth IRA Contribution Rules

-      Mega Backdoor Roth Contribution Rules

Non-Retirement Accounts & Assets:

-      Non-Qualified Portfolio Tax Issues

-      Common Annuity Products

-      Annuity Contract Review

-      Rental Property Issues

-      Rental Property Tax Rules

-      Harvesting Capital Losses Issues

-      Annuity Suitability Issues

-      Health Savings Account (HSA) Distribution Rules

-      Health Savings Account (HSA) Deductible Contribution Rules

Investment Review & Market Events:

-      High Inflation Issues

-      Investments Review

-      Recession & Market Correction Issues

Working/Accumulation:

-      Business Sale Issues

-      Business Owner & 1099 Worker Issues

-      Employer Benefits Review

-      Starting A Business

-      Starting A New Job

-      Promotion & Salary Raise Review

-      Job Loss Issues

Retirement/Decumulation:

-      RMD Tables Summary Guide

-      Longevity Risk & Outliving Assets

-      Withdrawals For Retirement Expenses

-      Social Security Fairness Act Rules

-      Required Minimum Distribution (RMD) Issues

-      Social Security Retirement Benefit Issues

-      Medicare Open Enrollment Decisions

-      Social Security Benefit Reduction Rules

-      Medicare Automatic Enrollment Rules

-      Medicare Enrollment Penalty Rules

-      Medicare Part B & Part D IRMAA Surcharge Rules

-      Pre-Retirement Issues

-      Social Security Benefit Rules For Spouses

-      Required Minimum Distribution (RMD) & Required Beginning Date (RBD) Rules

-      Social Security Benefit Rules For Surviving Spouses

-      Social Security Benefit Rules For Divorced Spouses

-      Medicare Part A & Part B Eligibility Rules

-      Social Security Disability Benefit Rules

Tax Planning:

-      The OBBBA Important Issues

-      The OBBBA Comparison Guide

-      Taxation Guide To Withdrawals And Income Sources

-      1035 Exchange Issues

-      1031 Exchange Rules

-      Tax Return Document Preparation

-      AGI/MAGI Summary Guide

-      Restricted Stock Units (RSU) Issues

-      Harvesting Capital Gains Vs. Roth Conversions Decisions

-      Estimated Federal Income Tax Payment Rules

-      Pay Stub Review

-      Incentive Stock Options (ISO) Issues

-      Non-Qualified Stock Options (NQSO) Issues

-      Employee Stock Purchase Plan (ESPP) Tax Rules

-      What Is My Basis For This Gifted Property I Received?

-      Step-Up In Basis Rules For Appreciated Property

-      Qualified Business Income (QBI) & Retirement Plan Rules

-      Investment Sale Tax Rules

-      Net Unrealized Appreciation (NUA) Rules

-      Tax Return Review (Retired)

-      Tax Return Review (Still Working)

-      Qualified Business Income (QBI) Deduction Rules

Insurance Planning:

-      Common Long-Term Care (LTC) Products

-      Common Life Insurance Policies

-      Life Insurance Policy Review

-      Purchasing Disability Insurance Issues

-      Purchasing Life Insurance Issues

-      Purchasing Long-Term Care Insurance Issues

-      Health And Life Insurance Policy Issues

-      Healthcare In Retirement Issues

-      Property And Casualty Insurance Issues

-      Early Retirement Health Insurance Marketplace Issues

Estate Planning & Charitable Giving:

-      Common Trusts Summary Guide

-      Qualified Charitable Distribution (QCD) Rules

-      Considering A Trust

-      Common Estate Plan Elements

-      Common Charitable Giving Vehicles

-      Common Deductible Charitable Gifts

-      Creating An Estate Plan

-      Reviewing Beneficiaries

-      Donor Advised Fund (DAF) Decisions

-      Estate Planning Documents Review

-      Charitable Giving Strategy Review

-      Closing The Estate

-      Updating An Estate Plan

Cash Flow, Budgeting, And Debts:

-      Common Home Equity Options

-      Emergency Fund Issues

-      Reverse Mortgage Issues

-      Savings Allocation Decisions

-      Debt Payoff Decisions

-      Mortgage Payoff Decisions

-      Unexpected Expense Issues

-      Cash Flow Review

-      Sudden Wealth Event Issues

-      Mortgage Refinance Decisions

-      Account Savings And Contributions Review

Important Life Events & Decisions:

-      Common Savings Accounts For Children

-      Home Sale Issues

-      Children & Financial Independence Issues

-      Leasing Vs Buying A Vehicle

-      Moving Out Of State

-      Children With Special Needs Issues

-      Starting Out Financially

-      Having (Or Adopting) A Child

-      Home Purchase Issues

-      Getting Married

-      Death Of Spouse Issues

-      Terminal Illness Issues

-      Aging Parent Issues

-      Divorce Issues

-      Death Of Parent Issues

College Planning & Student Loans:

-      529-To-Roth IRA Transfer Rules

-      Paying Off Student Loans Issues

-      Student Loan Income Driven Repayment (IDR) Plan Eligibility

-      College Funding Issues

-      529 Distribution Rules

New Laws:

-      SECURE Act 2.0 Important Issues

Other:

-      Identity Theft & Fraud Issues

-      Documents To Keep On File

Seasonal:

-      Am I Ready For The New Year?

-      Am I Ready For Thanksgiving?

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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 decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
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