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New Client Checklist
Issues To Consider As A New Client
ESPP Taxation Rules
Will I Have To Pay Tax On My Qualified ESPP?
Roth Vs Traditional IRA Contribution
Should I Contribute To My Roth IRA Vs My Traditional IRA?
HSA Distribution Rules
Will The Distribution From My HSA Be Tax & Penalty Free?
What Issues Should I Consider When Starting A New Job?
Job Promotion / Raise
What Issues Should I Consider If I Get A Promotion Or Raise At Work?
IRA Conversion Rules
Will My Roth IRA Conversion Be Penalty Free?
Health & Life Insurance
What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
Property & Casualty Insurance
What Issues Should I Consider When Reviewing My Property & Casualty Insurance Policies?
Having A Child
What Issues Should I Consider When Having (Or Adopting) A Child?
Buying A Home
What Issues Should I Consider When Buying a Home?
What Issues Should I Consider To Fund My Child's College Education?
What Issues Should I Consider When Getting Married?
Terminal Illness Diagnosis
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
Social Security's Government Pension Offset
Will I Avoid Social Security’s Government Pension Offset?
Social Security's Windfall Elimination Provision
Will I Avoid The Social Security Windfall Elimination Provision?
Will I Avoid IRMAA Surcharges On Medicare Part B & Part D
Roth IRA Distribution Rules
Will A Distribution From My Roth IRA Be Tax and Penalty-Free?
Traditional IRA Distribution Rules
Will A Distribution From My Traditional IRA Be Penalty-Free?
Aging Parent Related Issues
What Issues Should I Consider For My Aging Parents?
What Issues Should I Consider Before The End Of The Year?
Health Insurance Options With An Early Retirement
If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?
What Documents Do I Need To Keep On File?
Job Loss Related Issues
What Issues Should I Consider If I Lose My Job?
529 Plan Distribution Rules
Is The Distribution From My 529 Plan Taxable?
What Issues Should I Consider During My Divorce?
Death Of Parent
What Issues Should I Consider If My Parent Passed Away?
Client Annual Review
Issues To Consider In A Client Annual Review Meeting
Closing An Estate
What Issues Should I Consider Before Closing The Estate?
Estate Plan Update
What Issues Should I Consider Before I Update My Estate Plan?
What Issues Should I Consider Before I Retire?
Quick Reference & Annual Limits
Deceased Spouse's IRA Considerations
Should I Inherit My Deceased Spouse’s Traditional IRA?
Tax Return Analysis (Working)
As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
Tax Return Analysis (Retiree)
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
IRA Contribution Rules
Can I Make A Deductible IRA Contribution?
Mega Backdoor Roth Contribution
Can I Make A Mega Backdoor Roth IRA Contribution?
Disability Benefits & Social Security
Do I Qualify For Social Security Disability Benefits?
Social Security & Divorce
Am I Eligible for Social Security Benefits If I'm Divorced?
Social Security Survivor Benefits
Am I Eligible for Social Security Benefits as a Surviving Spouse?
Social Security Spousal Benefit Eligibility
Am I Eligible for Social Security Benefits as a Spouse?
Can I Do a Qualified Charitable Distribution From My IRA?
RMD Rules For Inherited IRAs
Can I Delay The RMD From The Traditional IRA I Inherited?
RMD Rules When Turning Age 70.5
Can I Avoid Taking My RMD After Reaching My Required Beginning Date?
Backdoor Roth IRA Contribution Rules
Can I Make a Backdoor Roth IRA Contribution?
Roth IRA Contribution Rules
Can I Contribute To My Roth IRA?
Become a Member
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Recent Blog Posts
New Resources: Student Loans
25 Updated Checklists & Flowcharts
New Checklists: Identity Theft Risks & Starting A Business (Plus More Updated Resources)
How checklists and flowcharts can help during busy times
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12 Creative Ways to Use fpPathfinder To Help Your Marketing
New Resources: Where To Save & Evaluating Roth Conversions (Plus Some Updated Resources)
3 “COVID” Checklists To Help Your Clients Right Now
Two New Resources Available
Two HUGE new features announced!
Two New Flowcharts Are Now Available (Plus A New Resource Summary Guide)
A Simple 4-Part Framework To Systematize Your Advisory Business
Updates To Reflect 2020 Annual Limits And The SECURE Act
New Member Section & One-Click Downloads
Two Insurance Based Checklists & 2020 Resources Available
New Checklists: Analyzing A Tax Return
Updated Multi-Member Enterprise Options
New Checklists: Having A New Child Checklist & Caring For Aging Parent Checklist
Six (More) Ways Checklists and Flowcharts Will Help You.
Picking The First Checklists And Flowcharts To Incorporate Into Your Business.
Five Ways Checklists and Flowcharts Will Help You
Bonus Flowchart and Resource Updates
New Checklists: Documents to keep on file & issues to consider during a job loss.
Resource Updates and Improved Functionality
College Resources: College Funding Checklist & 529 Plan Distribution Rules Flowchart
New Resources: Going Through A Divorce Checklist & Tax Impact Of Selling An Investment Flowchart
White Label Color Examples And Tips
New Checklists: Getting Married Checklist & Parent Passing Away Checklist
Sample Checklist Now Available
Two New Checklists Are Available: Client Annual Review & Closing An Estate
Podcast Interview and Checklist Recap
Two New Checklists Are Available
Checklists Are Here!
Quick Reference Guide With Important Numbers & BONUS Flowchart
Introducing Two New Flowcharts: Government Pension Offset & Windfall Elimination Provision
Redesigned Back Page Now Available for Deluxe Members
Introducing Two New Flowcharts: QBI Deduction Rules & Step-Up In Basis Rules For Inherited Property
Flowcharts Updated With 2019 Annual Limits
Introducing Two New Flowcharts: Mega Backdoor Roth IRA Contributions And Basis Rules For Gifted Property
Introducing Two New Flowcharts: HSA Contribution Rules and NUA Distribution Rules
Introducing Our Deluxe Package: White Labeling & Ability To Share Online
Introducing Two New Flowcharts: Retirement Plans For Businesses and Social Security Disability
Introducing Two New Flowcharts: IRMAA Surcharges and Medicare Eligibility
New Feature: Suggest & Vote For New Flowcharts
Introducing Two New Medicare Flowcharts
The Genesis of fpPathfinder