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Considerations for when parents have developed dementia/reduced faculties

Suggested by: Allen Parker (16 Oct, '19) Upvoted: 24 Jan Comments: 0
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Per Stirpes vs. Per Capita

Suggested by: Matthew Nelson (23 May, '19) Upvoted: 08 Nov, '19 Comments: 0
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Advisor Alpha

Suggested by: Steph Bruno (03 May, '19) Upvoted: 24 Nov, '19 Comments: 0
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Checklist for turning age 65

Suggested by: DeDe Jones (24 Apr, '19) Upvoted: 08 Nov, '19 Comments: 0
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Changing Jobs checklist

Suggested by: Todd M (19 Apr, '19) Upvoted: yesterday Comments: 0
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Is a Donor Advised Fund right for me?

Suggested by: Christopher Wenders (10 Feb, '19) Upvoted: 26 Sep, '19 Comments: 0
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Revocable Living Trust Checklist

Suggested by: Emily Eshleman, CFP® (21 Nov, '18) Upvoted: 28 Feb, '19 Comments: 0
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Gifting Decisions with new $11.5 million unified credit exemption equivalent per person, until 2026.

Suggested by: Anthony Smith (12 Oct, '18) Upvoted: 23 Jul, '19 Comments: 0
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Funding and Savings Order (by type of account)

Suggested by: Matt (26 Sep, '18) Upvoted: 12 Jun, '19 Comments: 0
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ESOP deicisions for those retiring

Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 19 Feb, '19 Comments: 0
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I have a day job and a side gig. How do i max out my retirement contributions?

Suggested by: Tanner (11 Jan, '19) Upvoted: 08 Nov, '19 Comments: 1
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Deductions, carryovers for cash, property, etc of qualifying charitable donations

Suggested by: Elena P McCoy (17 Oct, '18) Upvoted: 08 Nov, '19 Comments: 1
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Beginning of year checklist

Suggested by: Scott (10 Jan) Upvoted: 10 Jan Comments: 0
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Decision tree on the elimination of stretch IRA through SECURE act

Suggested by: Betsy Cunagin (08 Jan) Upvoted: 23 Jan Comments: 0
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Charitable Giving Table

Suggested by: Matt (05 Dec, '19) Upvoted: 24 Jan Comments: 0
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Cybersecurity Checklist

Suggested by: Phillip Hanks (25 Sep, '19) Upvoted: 18 Dec, '19 Comments: 0
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Original Medicaire vs. Medicare Advantage Plans

Suggested by: Brian (20 Sep, '19) Upvoted: 08 Nov, '19 Comments: 0
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Roadmap to the Code of Ethics and Standards of Conduct - Checklist - Appendix 4 and 5 from CFP Board

Suggested by: J.C. Corrigan (06 Sep, '19) Upvoted: 20 Sep, '19 Comments: 0
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Tweak the Should I Set Up a 401(k) flowchart

Suggested by: Graig (18 Jul, '19) Upvoted: 08 Nov, '19 Comments: 0
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Employee Benefits Review Checklist

Suggested by: James H (17 Jul, '19) Upvoted: 18 Sep, '19 Comments: 0
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Life Insurance Review checklist

Suggested by: Todd Hall (16 Jul, '19) Upvoted: 12 Sep, '19 Comments: 0
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Social Security - Restricted Application Benefits for Survivors

Suggested by: D. Ott (15 May, '19) Upvoted: 30 Aug, '19 Comments: 0
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Medical Student Loan Repayment

Suggested by: Kevin (18 Apr, '19) Upvoted: 22 Jul, '19 Comments: 0
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SSI Claiming strategies

Suggested by: Ben Prescott (16 Apr, '19) Upvoted: 12 Aug, '19 Comments: 0
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Personal Financial Records Document

Suggested by: Andrew (02 Apr, '19) Upvoted: 08 Nov, '19 Comments: 0
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Paying off Credit Card Debt- debt counseling

Suggested by: doug (27 Feb, '19) Upvoted: 28 Feb, '19 Comments: 0
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TOD and Designated Bene Guide

Suggested by: Donald Boyd (04 Feb, '19) Upvoted: 08 Nov, '19 Comments: 0
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What distributions must I take from an Inherited IRA (non-spouse)

Suggested by: Russell (30 Jan, '19) Upvoted: 09 May, '19 Comments: 0
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How to Calculate Roth Conversion

Suggested by: Steve Stanganelli (23 Jan, '19) Upvoted: 12 Jun, '19 Comments: 0
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How to calculate Qualified Business Income

Suggested by: Mike (27 Dec, '18) Upvoted: 26 Jun, '19 Comments: 0
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401k Loan Checklist/Guidelines

Suggested by: Erik Berry (26 Dec, '18) Upvoted: 28 Feb, '19 Comments: 0
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Holding real estate property in a trust or form an LLC?

Suggested by: Jeff Ogston (21 Dec, '18) Upvoted: 28 Feb, '19 Comments: 0
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Can I Make an IRA to HSA Rollover

Suggested by: Steve Conkin (19 Dec, '18) Upvoted: 28 Feb, '19 Comments: 0
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How to decide who should be owner of 529 plan?

Suggested by: Matthew Nelson (13 Dec, '18) Upvoted: 28 Feb, '19 Comments: 0
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When is it approriate to invest in a QLAC?

Suggested by: Stephanie Vokral (06 Dec, '18) Upvoted: 14 Dec, '18 Comments: 0
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Counseling

Suggested by: John (04 Dec, '18) Upvoted: 12 Dec, '18 Comments: 0
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fixing Roth or Regular IRA excess/ineligible contribution

Suggested by: Sean Cook (09 Nov, '18) Upvoted: 11 Dec, '18 Comments: 0
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Rollovers and Direct Transfers

Suggested by: Laine Dickison (17 Oct, '18) Upvoted: 23 Oct, '18 Comments: 0
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FDIC / NCUA Insurance Protection

Suggested by: Richard (28 Sep, '18) Upvoted: 26 Jun, '19 Comments: 0
Under consideration

Social Security

Suggested by: John (28 Sep, '18) Upvoted: 11 Oct, '18 Comments: 0
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Do I qualify for American Opportunity Tax Credit

Suggested by: Liam Hurley (13 Sep, '18) Upvoted: 01 Oct, '18 Comments: 0
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Tax Reduction Considerations

Suggested by: Elise (09 Jan) Upvoted: 09 Jan Comments: 0
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Should I refinance a mortgage/home?

Suggested by: Clinton Kane (09 Jan) Upvoted: 09 Jan Comments: 0
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Obama care health ins subsidy thresholds

Suggested by: TC (03 Jan) Upvoted: 03 Jan Comments: 0
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Final Disposition of Life Checklist

Suggested by: Mike (29 Dec, '19) Upvoted: 29 Dec, '19 Comments: 0
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Secure Act RMD Rules

Suggested by: Aaron (19 Dec, '19) Upvoted: 19 Dec, '19 Comments: 0
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Roth conversion vs 0% LTCG

Suggested by: John (04 Dec, '19) Upvoted: 04 Dec, '19 Comments: 0
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Onboarding A New Client Checklist

Suggested by: David M Pulcini (27 Nov, '19) Upvoted: 27 Nov, '19 Comments: 0
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Comparison of Small Business Retirement Plans

Suggested by: Deirdre Prescott (22 Nov, '19) Upvoted: 22 Nov, '19 Comments: 0
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Asset Location

Suggested by: Richard L Bergen (08 Nov, '19) Upvoted: 08 Nov, '19 Comments: 0
Under consideration

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