Back to fpPathfinder

When a client passes away checklist

Suggested by: Moderator (23 Jul, '18) Upvoted: 26 Dec, '18 Comments: 2
Planned

Retirement Planning Checklist

Suggested by: David (15 Aug, '18) Upvoted: 03 Jan Comments: 0
Planned

Help business owners choose between SEP, SIMPLE and 401(k)s

Suggested by: Mike (23 Jul, '18) Upvoted: 03 Dec, '18 Comments: 2
Done

Reviewing a tax return

Suggested by: Mike (23 Jul, '18) Upvoted: 03 Jan Comments: 0
Planned

Estate administration checklist

Suggested by: Moderator (23 Jul, '18) Upvoted: 2 days ago Comments: 0
Planned

Insurance Decisions flowchart

Suggested by: David (15 Aug, '18) Upvoted: 2 days ago Comments: 1
Under consideration

Decision Tree of Whether to Roth Convert

Suggested by: Tim (15 Aug, '18) Upvoted: 17 Jan Comments: 0
Under consideration

QBI deduction

Suggested by: Mike (23 Jul, '18) Upvoted: 08 Nov, '18 Comments: 3
Done

Will my capital gains be taxed at 0%, 15%, 18/8%, 20%, or 23.8%?

Suggested by: Ben Westerman (15 Aug, '18) Upvoted: 2 days ago Comments: 1
Under consideration

Roth vs Traditional 401k contribution

Suggested by: Matt Kassera (15 Aug, '18) Upvoted: 02 Jan Comments: 3
Under consideration

Handling a divorce

Suggested by: Mike (23 Jul, '18) Upvoted: 2 days ago Comments: 1
Under consideration

Widow/Widower checklist

Suggested by: Evan (16 Aug, '18) Upvoted: 2 days ago Comments: 1
Planned

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

Suggested by: Kevin (16 Aug, '18) Upvoted: 17 Jan Comments: 0
Under consideration

End Of Calendar Year Client Review Checklist

Suggested by: John (23 Aug, '18) Upvoted: 2 days ago Comments: 0
Planned

New Client Acquisition Checklist

Suggested by: John (23 Aug, '18) Upvoted: 17 Jan Comments: 0
Under consideration

Executive compensation

Suggested by: Mike (23 Jul, '18) Upvoted: 02 Jan Comments: 0
Under consideration

College planning related topics

Suggested by: Mike (23 Jul, '18) Upvoted: 14 Dec, '18 Comments: 7
Under consideration

Pension Decisions and Lump Sum vs. Annuity?

Suggested by: Sean Cook (24 Aug, '18) Upvoted: 2 days ago Comments: 0
Under consideration

Net Unrealized Appreciation

Suggested by: Tom (10 Aug, '18) Upvoted: 27 Nov, '18 Comments: 0
Done

Funding Roth IRA versus 529

Suggested by: Victoria Roberts (13 Aug, '18) Upvoted: 12 Oct, '18 Comments: 0
Under consideration

Choosing the right legal entity for your business

Suggested by: Linda (17 Aug, '18) Upvoted: 26 Nov, '18 Comments: 0
Under consideration

Helping business owners choose between Defined Benefit and Defined Contribution Plans

Suggested by: Alfred A. Cantilina (15 Aug, '18) Upvoted: 02 Jan Comments: 0
Under consideration

Will the distribution from my HSA be taxed?

Suggested by: Mike (30 Aug, '18) Upvoted: 18 Dec, '18 Comments: 1
Under consideration

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

Suggested by: Curt Beck (15 Aug, '18) Upvoted: 25 Sep, '18 Comments: 1
Under consideration

Exercising ISO or NSO stock options - the tax dilemma.

Suggested by: John (16 Oct, '18) Upvoted: 2 days ago Comments: 0
Under consideration

Getting Married checklist

Suggested by: Stan (15 Aug, '18) Upvoted: 15 Dec, '18 Comments: 1
Under consideration

Mortgage interest deductible or not

Suggested by: Peter (15 Aug, '18) Upvoted: 30 Oct, '18 Comments: 1
Under consideration

Handling of Medicare Selection and Enrollment

Suggested by: Elliott Weir (16 Aug, '18) Upvoted: 14 Dec, '18 Comments: 0
Under consideration

Buying a New House Checklist

Suggested by: Stan (15 Aug, '18) Upvoted: 17 Jan Comments: 0
Under consideration

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

Suggested by: John White (15 Aug, '18) Upvoted: 2 days ago Comments: 0
Under consideration

Taxation of Social Security Benefits

Suggested by: Lynn Lawrance (30 Aug, '18) Upvoted: 2 days ago Comments: 0
Under consideration

Prospect acceptance decision tree

Suggested by: Tom Duffy (16 Aug, '18) Upvoted: 02 Jan Comments: 0
Under consideration

Am I subject to IRMAA and if so, how much?

Suggested by: Ben Westerman (15 Aug, '18) Upvoted: 24 Sep, '18 Comments: 2
Done

You've just graduated from college. Now what?

Suggested by: Simon Brady (15 Aug, '18) Upvoted: 30 Oct, '18 Comments: 0
Under consideration

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

Suggested by: Ross Hunt (29 Aug, '18) Upvoted: 08 Nov, '18 Comments: 1
Under consideration

Disability insurance

Suggested by: Mike (25 Sep, '18) Upvoted: 02 Jan Comments: 0
Under consideration

How much can I contribute to an HSA?

Suggested by: Debbie Gallant (16 Aug, '18) Upvoted: 11 Oct, '18 Comments: 0
Done

Having a Baby checklist

Suggested by: Stan (15 Aug, '18) Upvoted: 14 Jan Comments: 0
Under consideration

Qualifying for the American Opportunity Tax Credit

Suggested by: Ryan (15 Aug, '18) Upvoted: 26 Nov, '18 Comments: 0
Under consideration

Sale of Business

Suggested by: Meghan McBride (06 Oct, '18) Upvoted: 02 Jan Comments: 0
Under consideration

How will the distribution from my annuity be taxed

Suggested by: Mike (30 Aug, '18) Upvoted: 29 Nov, '18 Comments: 0
Under consideration

How Social Security benefits are impacted for those who don't contribute to SS (WEP)

Suggested by: Mike (27 Aug, '18) Upvoted: 24 Sep, '18 Comments: 1
Under consideration

403b 15 year catchup rule

Suggested by: Steve C. (10 Oct, '18) Upvoted: 10 Jan Comments: 0
Under consideration

Starting a Small Business Checklist

Suggested by: Meghan McBride (06 Oct, '18) Upvoted: 13 Nov, '18 Comments: 0
Under consideration

HSA - is this a good option for me

Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 18 Dec, '18 Comments: 0
Under consideration

AGI and MAGI calculations

Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 26 Dec, '18 Comments: 0
Under consideration

Can I Contribute to my SEP IRA

Suggested by: Mike (30 Aug, '18) Upvoted: 30 Oct, '18 Comments: 0
Under consideration

Whether Medicare Employment Exception applies

Suggested by: Charlie Wolpoff (29 Aug, '18) Upvoted: 24 Sep, '18 Comments: 0
Done

Roth Conversion vs Private Health Insurance Subsidy

Suggested by: Mike Rauth (27 Aug, '18) Upvoted: 24 Sep, '18 Comments: 0
Under consideration

Long Term Care Insurance

Suggested by: ERIC A HEUS (11 Dec, '18) Upvoted: 02 Jan Comments: 0
Under consideration

See the complete list

Add new