Let us know what flowcharts and checklists you want to see us develop next.

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Do I pay off my mortgage/home equity line or invest?

Suggested by: Kevin (16 Aug, '18) Upvoted: yesterday Comments: 2
Under consideration

Decision Tree of Whether to Roth Convert

Suggested by: Tim (15 Aug, '18) Upvoted: 25 Mar Comments: 4
Done

Exercising ISO or NSO stock options - the tax dilemma.

Suggested by: John (16 Oct, '18) Upvoted: 26 Mar Comments: 2
Done

Pension Decisions and Lump Sum vs. Annuity?

Suggested by: Sean Cook (24 Aug, '18) Upvoted: 26 Mar Comments: 1
Done

Choosing the right legal entity for your business

Suggested by: Linda (17 Aug, '18) Upvoted: 13 Apr Comments: 2
Under consideration

Financial Planning Checklist

Suggested by: Todd Calamita (13 Mar, '19) Upvoted: yesterday Comments: 2
Planned

Roth vs Traditional 401k contribution

Suggested by: Matt Kassera (15 Aug, '18) Upvoted: 25 Mar Comments: 4
Done

Executive compensation

Suggested by: Mike (23 Jul, '18) Upvoted: 31 Mar Comments: 7
Under consideration

Questions to Ask an Estate Planning Attorney when creating an estate plan

Suggested by: Austin Lastinger (19 Jun, '19) Upvoted: 31 Mar Comments: 0
Under consideration

College planning related topics

Suggested by: Mike (23 Jul, '18) Upvoted: 12 Nov, '20 Comments: 10
Planned

Buy vs. Lease car

Suggested by: Steve (15 May, '19) Upvoted: 16 Apr Comments: 0
Under consideration

Taxation of a house used for personal and/or rental purposes.

Suggested by: Curt Beck (15 Aug, '18) Upvoted: 31 Mar Comments: 4
Under consideration

Solo401k and SEP and/or Other Retirement Plans for People with Multiple Businesses

Suggested by: Chris Tayeh (17 Jun, '19) Upvoted: 31 Mar Comments: 0
Under consideration

Financial Planning Milestones Checklist

Suggested by: Julie Hall (09 May, '19) Upvoted: 30 Mar Comments: 0
Under consideration

Helping business owners choose between Defined Benefit and Defined Contribution Plans

Suggested by: Alfred A. Cantilina (15 Aug, '18) Upvoted: 31 Mar Comments: 1
Under consideration

Sale of Business

Suggested by: Meghan McBride (06 Oct, '18) Upvoted: 13 Apr Comments: 4
Under consideration

Taxation of Social Security Benefits

Suggested by: Lynn Lawrance (30 Aug, '18) Upvoted: 25 Mar Comments: 2
Under consideration

Employee Benefits Review Checklist

Suggested by: James H (17 Jul, '19) Upvoted: 13 Apr Comments: 4
Under consideration

Disability insurance

Suggested by: Mike (25 Sep, '18) Upvoted: 31 Mar Comments: 2
Under consideration

Funding Roth IRA versus 529

Suggested by: Victoria Roberts (13 Aug, '18) Upvoted: 25 Mar Comments: 0
Under consideration

Starting a Small Business Checklist

Suggested by: Meghan McBride (06 Oct, '18) Upvoted: 18 Sep, '20 Comments: 3
Done

Max funding of a Life Insurance contract for tax advantaged retirement income

Suggested by: John White (15 Aug, '18) Upvoted: 31 Mar Comments: 1
Under consideration

Cybersecurity Checklist

Suggested by: Phillip Hanks (25 Sep, '19) Upvoted: 25 Mar Comments: 1
Done

Do I need to hire a Financial Advisor or Certified Financial Planner?

Suggested by: Ross Hunt (29 Aug, '18) Upvoted: 25 Feb Comments: 1
Under consideration

Is Student Loan forgiveness or Private refinance the better option

Suggested by: J.C. Corrigan (16 Dec, '18) Upvoted: 31 Mar Comments: 0
Under consideration

Special Needs

Suggested by: Mike (10 Oct, '19) Upvoted: 31 Mar Comments: 1
Under consideration

Checklist for turning age 65

Suggested by: DeDe Jones (24 Apr, '19) Upvoted: 25 Mar Comments: 1
Under consideration

You've just graduated from college. Now what?

Suggested by: Simon Brady (15 Aug, '18) Upvoted: 10 Mar Comments: 1
Under consideration

Should I have a Solo 401(k)

Suggested by: Michael Fox (26 Dec, '18) Upvoted: 26 Mar Comments: 0
Under consideration

Should I be a landlord?

Suggested by: Andie (06 May, '20) Upvoted: 31 Mar Comments: 3
Under consideration

Mortgage interest deductible or not

Suggested by: Peter (15 Aug, '18) Upvoted: 25 Mar Comments: 2
Under consideration

Moving to a different state.

Suggested by: Arthur (20 Jul, '20) Upvoted: 31 Mar Comments: 8
Under consideration

PSLF - Public Service Loan Forgiveness & Student Loan Refinancing Flowchart

Suggested by: Phillip Hanks (26 Feb, '20) Upvoted: 31 Mar Comments: 2
Under consideration

Is a Donor Advised Fund right for me?

Suggested by: Christopher Wenders (10 Feb, '19) Upvoted: 31 Mar Comments: 0
Under consideration

Prospect acceptance decision tree

Suggested by: Tom Duffy (16 Aug, '18) Upvoted: 25 Feb Comments: 0
Under consideration

SEP vs SIMPLE IRA - when to use

Suggested by: Richard Ramos (26 Mar, '19) Upvoted: 08 Apr Comments: 2
Under consideration

Current IRA Beneficiary Designations Flowchart

Suggested by: Eric Blake (23 Feb, '19) Upvoted: 25 Mar Comments: 2
Under consideration

HSA - is this a good option for me

Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 25 Mar Comments: 0
Under consideration

Retirement Plan setup checklist

Suggested by: Graig (04 Sep, '18) Upvoted: 26 Mar Comments: 0
Under consideration

How will the distribution from my annuity be taxed

Suggested by: Mike (30 Aug, '18) Upvoted: 31 Mar Comments: 0
Under consideration

Should I refinance a mortgage/home?

Suggested by: Clinton Kane (09 Jan, '20) Upvoted: 30 Sep, '20 Comments: 2
Done

What to consider when purchasing a second home or investment property

Suggested by: Betty Wellhoefer Hill (25 Aug, '20) Upvoted: 31 Mar Comments: 1
Under consideration

Per Stirpes vs. Per Capita

Suggested by: Matthew Nelson (23 May, '19) Upvoted: 31 Mar Comments: 1
Under consideration

Advisor Alpha

Suggested by: Steph Bruno (03 May, '19) Upvoted: 06 Apr Comments: 1
Under consideration

Trustee Checklist

Suggested by: William Nunn (31 Jan, '20) Upvoted: 25 Mar Comments: 2
Under consideration

Employer Transition Checklist

Suggested by: Dan (30 Aug, '18) Upvoted: 01 Mar Comments: 2
Under consideration

1031 Exchange

Suggested by: Ann C Alsina (22 May, '20) Upvoted: 31 Mar Comments: 1
Under consideration

Holding real estate property in a trust or form an LLC?

Suggested by: Jeff Ogston (21 Dec, '18) Upvoted: 31 Mar Comments: 0
Under consideration

How and when will my deferred capital gain be taxed in a Qualified Opportunity Zone investment?

Suggested by: Scott Floersheim (27 Nov, '18) Upvoted: 31 Mar Comments: 0
Under consideration

How to evaluate a pension buyout offer

Suggested by: Charles Jarrett (28 Jan, '19) Upvoted: 31 Mar Comments: 0
Under consideration

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