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This Financial Information Spreadsheet presents updated Tax, Savings, and Investment information in an easy to read format.
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The end of the year provides a number of planning opportunities and issues to help optimize your financial picture.
Discover important planning issues that you need to consider in many different areas of personal portfolio management.
Roth conversions can be a helpful retirement strategy. Find out if it makes sense to do a Roth Conversion.
This retirement workflow addresses some of the most common issues that should be considered before doing a 401(k) rollover:
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.
This savings account comparison checklist highlights different types of savings accounts and their purposes.
This IRA workflow covers eligibility and advantages for contributing to either your Roth IRA or your Traditional IRA.
Get our "Master List of Goals" to help you brainstorm and overcome blind spots in your retirement planning.
What is the right mix of investments for your individual or family situation? Find our with our FREE portfolio checkup.
Find out how to reduce taxes and give more to your favorite charity with a Qualified Charitable Contribution.
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.
This checklist covers powerful issues to consider during a recession or stock market downturn including Roth conversions and more.
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.
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.