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Checklists and Guides

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Important Tax, Savings, and Investment Information for 2023

This Financial Information Spreadsheet presents updated Tax, Savings, and Investment information in an easy to read format.

Issues should i consider before i retire

15 Free Retirement Planning Checklists

Get exclusive access to the same checklists we use to help clients retire. Get all 15 checklists for free!

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What Issues Should I Consider Before the End of the Year?

The end of the year provides a number of planning opportunities and issues to help optimize your financial picture.


What Issues Should I Consider When Reviewing My Investments?

Discover important planning issues that you need to consider in many different areas of personal portfolio management. 

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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.

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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:

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Sudden Wealth: 35 Key Issues to Consider

This checklist will help guide you in the event that you receive sudden wealth from an unexpected windfall such as an inheritance, lottery winnings, legal settlement, or sale of a business.

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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.

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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.

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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.

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Free Portfolio Checkup

What is the right mix of investments for your individual or family situation? Find our with our FREE portfolio checkup.


Can I Do a Qualified Charitable Distribution?

Find out how to reduce taxes and give more to your favorite charity with a Qualified Charitable Contribution.

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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.

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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.

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.

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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.

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