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Recent Blog Posts
- 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
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