Ebooks, Checklists, and Guides
Important Tax, Savings, and Investment Information for 2022
This Financial Information Spreadsheet presents updated Tax, Savings, and Investment information in an easy to read format.
15 Free Retirement Planning Checklists
Get exclusive access to the same checklists we use to help clients retire. Get all 15 checklists for free!
Master List of Retirement and Life Goals
Get our "Master List of Goals" to help you brainstorm and overcome blind spots in your retirement planning.
Free Portfolio Checkup
What is the right mix of investments for your individual or family situation? Find our with our FREE portfolio checkup.
Questions to Ask a Financial Advisor Before You Hire
Finding the right financial advisor can be hard. This comprehensive list of questions will help you find the best financial advisor for you and your family.
Should I Rollover My Old 401(k)?
This retirement workflow addresses some of the most common issues that should be considered before doing a 401(k) rollover:
What Issues Should I Consider During a Recession or Market Downturn?
This checklist covers powerful issues to consider during a recession or stock market downturn including Roth conversions and more.
Should I Consider Doing a Roth Conversion?
Roth conversions can be a helpful retirement strategy. Find out if it makes sense to do a Roth Conversion.
Am I eligible for Social Security Benefits as a Spouse?
If you qualify, it may be helpful to collect Social Security as a spouse. Find out if you are eligible for spousal Social Security benefits.
Do I Qualify for Surviving Spouse Social Security Benefits?
If you qualify as a surviving spouse, it may be helpful for collecting social security. Find out if you are eligible for surviving spouse Social Security benefits.
Should I Contribute to my Roth IRA or Traditional IRA?
This IRA workflow covers eligibility and advantages for contributing to either your Roth IRA or your Traditional IRA.
What Accounts Should I Consider if I Want to Save More?
This savings account comparison checklist highlights different types of savings accounts and their purposes.
What Emergency Relief Options Should I Consider During the Coronavirus Pandemic?
This checklist covers powerful relief options to consider during the Coronavirus Pandemic Including: Cash flow issues and Tax issues.