Let us know what flowcharts and checklists you want to see us develop next.

Back to fpPathfinder

Comparison of Small Business Retirement Plans

Suggested by: Deirdre Prescott (22 Nov, '19) Upvoted: 09 Sep Comments: 21
Planned

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

Suggested by: Kevin (16 Aug, '18) Upvoted: 2 days ago Comments: 2
Under consideration

Decision Tree of Whether to Roth Convert

Suggested by: Tim (15 Aug, '18) Upvoted: 30 Jun Comments: 4
Done

Choosing the right legal entity for your business

Suggested by: Linda (17 Aug, '18) Upvoted: yesterday Comments: 4
Under consideration

Exercising ISO or NSO stock options - the tax dilemma.

Suggested by: John (16 Oct, '18) Upvoted: 07 May Comments: 2
Done

Pension Decisions and Lump Sum vs. Annuity?

Suggested by: Sean Cook (24 Aug, '18) Upvoted: 07 May Comments: 1
Done

Financial Planning Checklist

Suggested by: Todd Calamita (13 Mar, '19) Upvoted: 09 Sep Comments: 2
Planned

Issues To Consider If You Are A Landlord

Suggested by: Mike (07 May) Upvoted: yesterday Comments: 12
Under consideration

Executive compensation

Suggested by: Mike (23 Jul, '18) Upvoted: 14 Aug Comments: 7
Done

Roth vs Traditional 401k contribution

Suggested by: Matt Kassera (15 Aug, '18) Upvoted: 25 Mar Comments: 4
Done

Process-based & operations-based resources

Suggested by: Mike (07 May) Upvoted: 17 Jun Comments: 28
Under consideration

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

Suggested by: Austin Lastinger (19 Jun, '19) Upvoted: 16 Sep Comments: 3
Under consideration

College planning related topics

Suggested by: Mike (23 Jul, '18) Upvoted: 13 Jul Comments: 10
Done

Business Transition Strategies

Suggested by: Kevin R. (19 Jan, '20) Upvoted: 16 Sep Comments: 10
Under consideration

Beneficiary designation / wealth transfer issues

Suggested by: Mike (12 May) Upvoted: 24 Aug Comments: 16
Under consideration

Buy vs. Lease car

Suggested by: Steve (15 May, '19) Upvoted: 02 Sep Comments: 0
Planned

Issues To Consider Related To Home Ownership

Suggested by: Mike (07 May) Upvoted: 01 Jun Comments: 13
Under consideration

Social Security Taxation Issues

Suggested by: Mike (12 May) Upvoted: 04 Aug Comments: 5
Under consideration

Financial Planning Milestones Checklist

Suggested by: Julie Hall (09 May, '19) Upvoted: 13 Aug Comments: 0
Under consideration

Education for plan participants and employees

Suggested by: Mike (07 May) Upvoted: 07 May Comments: 8
Under consideration

Funding Roth IRA versus 529

Suggested by: Victoria Roberts (13 Aug, '18) Upvoted: 16 Sep Comments: 0
Under consideration

Disability insurance

Suggested by: Mike (25 Sep, '18) Upvoted: 30 Apr Comments: 2
Planned

Issues To Consider In Charitable Giving Options

Suggested by: Mike (07 May) Upvoted: 04 Aug Comments: 8
Under consideration

Analyze an existing annuity

Suggested by: Mike (07 May) Upvoted: 09 Aug Comments: 7
Under consideration

Starting a Small Business Checklist

Suggested by: Meghan McBride (06 Oct, '18) Upvoted: 18 Sep, '20 Comments: 3
Done

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

Suggested by: John White (15 Aug, '18) Upvoted: 12 Sep Comments: 3
Under consideration

Special Needs

Suggested by: Mike (10 Oct, '19) Upvoted: 20 Aug Comments: 2
Done

Cybersecurity Checklist

Suggested by: Phillip Hanks (25 Sep, '19) Upvoted: 2 days ago Comments: 1
Done

Is Student Loan forgiveness or Private refinance the better option

Suggested by: J.C. Corrigan (16 Dec, '18) Upvoted: 23 Apr Comments: 0
Done

Issues To Consider With My HSA

Suggested by: Mike (07 May) Upvoted: 19 Jun Comments: 4
Under consideration

Moving to a different state.

Suggested by: Arthur (20 Jul, '20) Upvoted: 12 Jul Comments: 9
Done

Trustee Checklist

Suggested by: William Nunn (31 Jan, '20) Upvoted: 16 Sep Comments: 2
Under consideration

SEP vs SIMPLE IRA - when to use

Suggested by: Richard Ramos (26 Mar, '19) Upvoted: 24 Aug Comments: 2
Done

PSLF - Public Service Loan Forgiveness & Student Loan Refinancing Flowchart

Suggested by: Phillip Hanks (26 Feb, '20) Upvoted: 31 Mar Comments: 2
Done

Holding real estate property in a trust or form an LLC?

Suggested by: Jeff Ogston (21 Dec, '18) Upvoted: 17 Sep Comments: 1
Under consideration

Medicare Comparisons

Suggested by: Mike (07 May) Upvoted: 09 Sep Comments: 2
Under consideration

1031 Exchange

Suggested by: Ann C Alsina (22 May, '20) Upvoted: 12 Sep Comments: 1
Under consideration

How and when will my deferred capital gain be taxed in a Qualified Opportunity Zone investment?

Suggested by: Scott Floersheim (27 Nov, '18) Upvoted: 24 Jun Comments: 0
Under consideration

What Issues Should I Consider As A Business Owner

Suggested by: Mike (07 May) Upvoted: 07 May Comments: 11
Under consideration

Should I refinance a mortgage/home?

Suggested by: Clinton Kane (09 Jan, '20) Upvoted: 30 Sep, '20 Comments: 2
Done

83(b) Election?

Suggested by: Jacqueline Neubert Reynolds (21 Aug, '20) Upvoted: 02 Sep Comments: 1
Under consideration

Revocable Living Trust Checklist

Suggested by: Emily Eshleman, CFP® (21 Nov, '18) Upvoted: 01 Sep Comments: 0
Under consideration

Issues To Consider If You Are A Government Worker

Suggested by: Mike (07 May) Upvoted: 09 Aug Comments: 4
Under consideration

Employer Transition Checklist

Suggested by: Dan (30 Aug, '18) Upvoted: 01 Mar Comments: 2
Under consideration

Issues To Consider For International Planning

Suggested by: Mike (07 May) Upvoted: 11 Jun Comments: 8
Under consideration

Social Security Claiming Strategies

Suggested by: Mike (12 May) Upvoted: 17 Jun Comments: 7
Under consideration

Aging / illness for a loved one

Suggested by: Mike (07 May) Upvoted: 07 May Comments: 5
Under consideration

Do I need a Trust

Suggested by: bob scott (04 Feb, '20) Upvoted: 16 Sep Comments: 5
Under consideration

Decision tree on the elimination of stretch IRA through SECURE act

Suggested by: Betsy Cunagin (08 Jan, '20) Upvoted: 19 May Comments: 1
Done

Qualifying for the American Opportunity Tax Credit

Suggested by: Ryan (15 Aug, '18) Upvoted: 28 Apr Comments: 1
Under consideration

Add new