Recent Blog Posts

• Prepare For Client Questions With The Inflation Checklist
• Planning Opportunities: Employer-Provided Benefits
• A Client Engagement Strategy
• Lease Or Buy: The Automobile Question
• Home-Specific Bundle: 3 Guides
• Pump Up Your Marketing
• Disability Insurance: We Have A Checklist For That!
• 4 Share Link & Interactive Checklist Enhancements
• 3 Essential Checklists For Estate Plan Review
• Life Insurance: An Important Piece Of The Financial Puzzle
• 5 Strategies For Advising Couples
• Share Link Options: Member Feedback Comes To Life
• Help Maximize Your Client’s Financial Plan
• Unexpected Expenses: A Checklist Drives Funding Decisions
• Spotlight: The Home-Specific Bundle
• 2022 Expanded fpPathfinder Service Calendar
• New Year, New Financial Resolutions
• Starting A New Job Bundle: The Guides You Need To Guide Your Clients
• A Financial Planning Checklist: Cash Flow
• The Financial Planning Process: Powered by Partnerships, Integrations, & Interactive Features
• Three Updated Flowcharts
• Children Caring For Parents: The Checklist Mix For Solid Planning
• Donor Advised Funds: A Flowchart To Inform Strategic Giving
• Two Updated Guides
• End-Of-Year Planning Checklist: A Guide To Wrapping Up 2021
• Charitable Deduction Clarification Triggers Updates
• Updates To One Checklist + Two Flowcharts
• Refer-A-Member: Get A Month, Give A Month!
• Salesforce Financial Cloud Services + fpPathfinder: A Powerful CRM Integration
• Done-For-You Email Templates: Introduce Interactive Checklists Via Share Link To Clients + Prospects
• Healthcare In Retirement: A Recipe For Proactive Client Conversations
• Summary Guides For Small Business Owners
• At-A-Glance: A Roundup Of The Latest Guides & Features
• fpPathfinder Guide Creation Process
• Advanced White Label Settings: Align Your Message + Brand
• A Checklist To Guide The Annuity Strategy Conversation
• Checklist & Flowchart Updates
• A Service Guide To Timely Conversations
• Interstate Moves Bring Planning Opportunities & There’s A (New) Checklist For That
• Restricted Stock Units: A New Checklist In The Equity Compensation Series
• Interactive Flowcharts: The Functionality Expands + The List Grows
• XLR8 + fpPathfinder: A New CRM Integration
• The Kids Are (Or Will Be) Alright: Checklists For The Next Generation
• Leveraging fpPathfinder And Holistiplan
• Age-Related Planning: Your Guide To Checklists & Flowcharts
• New Flowcharts Help Advisors & Clients Tackle Tough Questions
• Member Orientation: A New Welcome Feature Every Member Should Bookmark
• Money-In-Motion Resource Guide
• New Flowchart, 2021: Do I Need To Start Making Estimated Federal Income Tax Payments?
• New Checklists, 2021: How Might President Biden’s Tax Plan Affect Mass Affluent and HNW Clients
• I’m About To Use A Checklist With A Client, How Do I Prepare Myself?
• How Do I Use These Resources In A Client Meeting?
• I Finished Using The Checklist With A Client, Now What?
• Marketing: How Every Advisor Can Use The White Labeled Backdoor Roth IRA Flowchart
• Updated Resources: The American Rescue Plan Act of 2021
• Popular Checklists and Flowcharts
• Using Financial Planning Checklists Within Your Team
• Incorporating fpPathfinder Resources To Support Your Financial Plans
• Behavioral Bias Flowcharts: Resources to Guide Conversations
• New Feature Announcement: Updated & Improved CRM Notes Integration
• Customizing Resources – Position Statement
• Two New Checklists: Long-Term Care & Estate Planning Document Review
• New Feature: Interactive Flowcharts
• How to Use Checklists & Flowcharts
• How To Incorporate Checklists & Flowcharts Into Your Marketing Efforts
• New Resources: Master List Of Goals & Pay Stub Review
• New Feature: Send Interactive Checklists to Clients with “Share A Link”
• New Resources: Incentive Stock Options, Important Dates, and Important Milestones (And Updated Resources)
• Picking the Right Resources to Share with Your Retired Clients
• New Resources: Charitable Giving & Lump Sum Pension, plus our Important Numbers are updated for 2021!
• Use Checklists And Flowcharts To Enhance Your Planning Process (A Seven-Part Series)
• Reviewing Strategies To Save More (January and February)
• Reviewing A Tax Return (March and April)
• Reviewing Investments (May & June)
• Reviewing An Estate Plan (July and August)
• Reviewing Insurance Coverage (September and October)
• Reviewing End-Of-Year Planning Opportunities (November and December)
• New Resources: Medicare Coverage During Open Enrollment Flowchart & Nonqualified Stock Options Checklist
• Wealthbox + fpPathfinder: The Integration Is Here!
• Picking the Right Resources to Share with a Prospective Client
• New Resources: Mortgage Refinancing Flowchart & Sudden Wealth Event Checklist
• New Resources: Investment Review & Roth 401(k) Contributions
• 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
• Seven Ways to Use fpPathfinder’s Interactive Checklists To Be More Diligent
• 12 Creative Ways to Use fpPathfinder To Help Your Marketing
• New Resources: Where To Save & Evaluating Roth Conversions (Plus Some Updated Resources)
• Exciting News…
• 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