Recent Blog Posts

• 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
• The Genesis of fpPathfinder