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104 votes

Decision Tree of Whether to Roth Convert

Suggested by: Tim (15 Aug, '18) • Upvoted: 30 Oct • Comments: 4
Done
88 votes

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

Suggested by: Kevin (16 Aug, '18) • Upvoted: yesterday • Comments: 0
Under consideration
77 votes

Exercising ISO or NSO stock options - the tax dilemma.

Suggested by: John (16 Oct, '18) • Upvoted: 12 Nov • Comments: 2
Planned
77 votes

Pension Decisions and Lump Sum vs. Annuity?

Suggested by: Sean Cook (24 Aug, '18) • Upvoted: 18 Nov • Comments: 1
Done
64 votes

Roth vs Traditional 401k contribution

Suggested by: Matt Kassera (15 Aug, '18) • Upvoted: 18 Nov • Comments: 4
Done
52 votes

Executive compensation

Suggested by: Mike (23 Jul, '18) • Upvoted: 20 Nov • Comments: 7
Under consideration
51 votes

Choosing the right legal entity for your business

Suggested by: Linda (17 Aug, '18) • Upvoted: 12 Nov • Comments: 1
Under consideration
50 votes

College planning related topics

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

Financial Planning Checklist

Suggested by: Todd Calamita (13 Mar, '19) • Upvoted: 05 Nov • Comments: 0
Under consideration
34 votes

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

Suggested by: Austin Lastinger (19 Jun, '19) • Upvoted: 14 Nov • Comments: 0
Under consideration
30 votes

Taxation of Social Security Benefits

Suggested by: Lynn Lawrance (30 Aug, '18) • Upvoted: 09 Oct • Comments: 2
Under consideration
30 votes

Helping business owners choose between Defined Benefit and Defined Contribution Plans

Suggested by: Alfred A. Cantilina (15 Aug, '18) • Upvoted: 06 Nov • Comments: 1
Under consideration
29 votes

Starting a Small Business Checklist

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

Long Term Care Insurance

Suggested by: ERIC A HEUS (11 Dec, '18) • Upvoted: 05 Oct • Comments: 5
Under consideration
28 votes

Sale of Business

Suggested by: Meghan McBride (06 Oct, '18) • Upvoted: 07 Oct • Comments: 4
Under consideration
28 votes

Financial Planning Milestones Checklist

Suggested by: Julie Hall (09 May, '19) • Upvoted: 04 Nov • Comments: 0
Under consideration
27 votes

Funding Roth IRA versus 529

Suggested by: Victoria Roberts (13 Aug, '18) • Upvoted: 26 Aug • Comments: 0
Under consideration
24 votes

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

Suggested by: Curt Beck (15 Aug, '18) • Upvoted: 15 Oct • Comments: 3
Under consideration
22 votes

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

Suggested by: Chris Tayeh (17 Jun, '19) • Upvoted: 12 Nov • Comments: 0
Under consideration
22 votes

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

Suggested by: John White (15 Aug, '18) • Upvoted: 04 Sep • Comments: 0
Under consideration
21 votes

Disability insurance

Suggested by: Mike (25 Sep, '18) • Upvoted: 15 Oct • Comments: 1
Under consideration
20 votes

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

Suggested by: Ross Hunt (29 Aug, '18) • Upvoted: 04 Aug • Comments: 1
Under consideration
20 votes

Buy vs. Lease car

Suggested by: Steve (15 May, '19) • Upvoted: 06 Oct • Comments: 0
Under consideration
19 votes

Cybersecurity Checklist

Suggested by: Phillip Hanks (25 Sep, '19) • Upvoted: 04 Nov • Comments: 1
Done
17 votes

You've just graduated from college. Now what?

Suggested by: Simon Brady (15 Aug, '18) • Upvoted: 12 Jun • Comments: 1
Under consideration
16 votes

Employee Benefits Review Checklist

Suggested by: James H (17 Jul, '19) • Upvoted: 17 Nov • Comments: 1
Under consideration
16 votes

Is Student Loan forgiveness or Private refinance the better option

Suggested by: J.C. Corrigan (16 Dec, '18) • Upvoted: 13 Apr • Comments: 0
Under consideration
15 votes

Mortgage interest deductible or not

Suggested by: Peter (15 Aug, '18) • Upvoted: 20 Nov • Comments: 2
Under consideration
14 votes

Special Needs

Suggested by: Mike (10 Oct, '19) • Upvoted: 12 Nov • Comments: 1
Under consideration
14 votes

Prospect acceptance decision tree

Suggested by: Tom Duffy (16 Aug, '18) • Upvoted: 04 Sep • Comments: 0
Under consideration
13 votes

PSLF - Public Service Loan Forgiveness & Student Loan Refinancing Flowchart

Suggested by: Phillip Hanks (26 Feb) • Upvoted: 09 Oct • Comments: 2
Under consideration
12 votes

Current IRA Beneficiary Designations Flowchart

Suggested by: Eric Blake (23 Feb, '19) • Upvoted: 08 Oct • Comments: 2
Under consideration
12 votes

SEP vs SIMPLE IRA - when to use

Suggested by: Richard Ramos (26 Mar, '19) • Upvoted: 17 Oct • Comments: 1
Under consideration
11 votes

Employer Transition Checklist

Suggested by: Dan (30 Aug, '18) • Upvoted: 04 Sep • Comments: 2
Under consideration
11 votes

Should I refinance a mortgage/home?

Suggested by: Clinton Kane (09 Jan) • Upvoted: 21 Aug • Comments: 1
Done
11 votes

Checklist for turning age 65

Suggested by: DeDe Jones (24 Apr, '19) • Upvoted: 03 Nov • Comments: 0
Under consideration
11 votes

Should I have a Solo 401(k)

Suggested by: Michael Fox (26 Dec, '18) • Upvoted: 12 Nov • Comments: 0
Under consideration
11 votes

HSA - is this a good option for me

Suggested by: Richard Ramos (20 Sep, '18) • Upvoted: 06 Oct • Comments: 0
Under consideration
11 votes

How will the distribution from my annuity be taxed

Suggested by: Mike (30 Aug, '18) • Upvoted: 04 Aug • Comments: 0
Under consideration
10 votes

Advisor Alpha

Suggested by: Steph Bruno (03 May, '19) • Upvoted: 15 Oct • Comments: 0
Under consideration
10 votes

Retirement Plan setup checklist

Suggested by: Graig (04 Sep, '18) • Upvoted: 04 Sep • Comments: 0
Under consideration
10 votes

Qualifying for the American Opportunity Tax Credit

Suggested by: Ryan (15 Aug, '18) • Upvoted: 03 Jun • Comments: 0
Under consideration
9 votes

Moving to a different state.

Suggested by: Arthur (20 Jul) • Upvoted: 16 Nov • Comments: 6
Under consideration
9 votes

SECURE Act

Suggested by: Dave (03 Jan) • Upvoted: 21 Aug • Comments: 1
Under consideration
9 votes

Per Stirpes vs. Per Capita

Suggested by: Matthew Nelson (23 May, '19) • Upvoted: 22 Aug • Comments: 1
Under consideration
9 votes

Is a Donor Advised Fund right for me?

Suggested by: Christopher Wenders (10 Feb, '19) • Upvoted: 14 Nov • Comments: 0
Under consideration
9 votes

How to evaluate a pension buyout offer

Suggested by: Charles Jarrett (28 Jan, '19) • Upvoted: 06 Oct • Comments: 0
Under consideration
9 votes

Can I Contribute to my SEP IRA

Suggested by: Mike (30 Aug, '18) • Upvoted: 06 Aug • Comments: 0
Under consideration
8 votes

Decision tree on the elimination of stretch IRA through SECURE act

Suggested by: Betsy Cunagin (08 Jan) • Upvoted: 04 Aug • Comments: 1
Under consideration
8 votes

Funding and Savings Order (by type of account)

Suggested by: Matt (26 Sep, '18) • Upvoted: 06 Nov • Comments: 1
Under consideration

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