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

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Investment-related issues

Suggested by: Mike (07 May) Upvoted: 17 Jun Comments: 3
Under consideration

SECURE Act

Suggested by: Dave (03 Jan, '20) Upvoted: 21 Aug, '20 Comments: 1
Done

Funding and Savings Order (by type of account)

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

College planning funding options

Suggested by: Larry Saffer (07 Jul, '20) Upvoted: 10 May Comments: 4
Under consideration

What Issues to consider when my child turns 18.

Suggested by: Liz Cauble (14 Oct, '20) Upvoted: 19 Jun Comments: 1
Under consideration

Tax Loss Harvesting

Suggested by: Rich A (25 Feb, '20) Upvoted: 31 Jan Comments: 1
Under consideration

Life Insurance Review checklist

Suggested by: Todd Hall (16 Jul, '19) Upvoted: 31 Mar Comments: 1
Under consideration

AGI and MAGI calculations

Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 02 Jul Comments: 0
Under consideration

Issues To Consider If You Have A High Net Worth

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

Do I need a Trust

Suggested by: bob scott (04 Feb, '20) Upvoted: 23 May Comments: 4
Under consideration

Kiddie Tax

Suggested by: Mike Graziano (22 Jul, '19) Upvoted: 06 May Comments: 1
Under consideration

Monthly Budget Worksheet

Suggested by: Randa Hoffman (25 Aug, '20) Upvoted: 31 Mar Comments: 0
Under consideration

Secure Act RMD Rules

Suggested by: Aaron (19 Dec, '19) Upvoted: 31 Jan Comments: 0
Under consideration

Are you saving enough workflow? Are you on track?

Suggested by: Todd M. (21 Jan, '19) Upvoted: 28 Jan Comments: 0
Under consideration

Education tax credit issues

Suggested by: Mike (12 May) Upvoted: 12 May Comments: 3
Under consideration

prenuptual considerations

Suggested by: Christel Covert (21 Mar) Upvoted: 16 Jul Comments: 0
Under consideration

Concentrated Positions

Suggested by: Daniel Granucci, CFA, CFP® (26 Aug, '20) Upvoted: 24 Jun Comments: 0
Under consideration

Issues To Consider When Inheriting An Annuity

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

Medicaid Eligibility

Suggested by: Matthew Ragudo (29 Jun, '20) Upvoted: 05 Jan Comments: 2
Under consideration

My Identity was Breached. What Next?

Suggested by: Tiffany (21 Apr, '20) Upvoted: 23 Feb Comments: 2
Done

Inheritance checklist

Suggested by: Greg (01 Feb, '20) Upvoted: 19 Jun Comments: 2
Under consideration

Buy vs. Rent a Home

Suggested by: Lindsay Martinez (03 Feb) Upvoted: 31 Mar Comments: 1
Under consideration

reverse mortgage

Suggested by: Steven I Balaban (28 May, '20) Upvoted: 08 Feb Comments: 1
Under consideration

Credit Monitoring/Status

Suggested by: Whitey Holt (19 Sep, '19) Upvoted: 19 Jun Comments: 1
Under consideration

Financial Windfall

Suggested by: Windward (16 Jul, '19) Upvoted: 30 Sep, '20 Comments: 1
Done

Small Business ret. Plans Flowchart

Suggested by: Douglas Eaton (27 Aug, '20) Upvoted: 05 May Comments: 0
Done

ESOP deicisions for those retiring

Suggested by: Richard Ramos (20 Sep, '18) Upvoted: 19 Aug, '20 Comments: 0
Under consideration

What Issues Should I Consider When Evaluating A New Annuity

Suggested by: Mike (07 May) Upvoted: 07 May Comments: 1
Under consideration

Tech Checklist at Death

Suggested by: Chris Hassett (29 Dec, '20) Upvoted: 19 Jun Comments: 1
Under consideration

When is it approriate to invest in a QLAC?

Suggested by: Stephanie Vokral (06 Dec, '18) Upvoted: 18 Jun Comments: 1
Under consideration

Advisor Value Checklist From Kitces & Carl Episode 54

Suggested by: scott benjamin (12 Mar) Upvoted: 17 Jun Comments: 0
Under consideration

One-Page Financial Plan Questionnaire/Report

Suggested by: Sreeni (12 Feb) Upvoted: 13 Jul Comments: 0
Under consideration

How much risk should I take in my portfolio?

Suggested by: JoAnn May (28 Jan) Upvoted: 23 May Comments: 0
Under consideration

72(t) / SEPP rules

Suggested by: Rich (06 Jul, '20) Upvoted: 19 May Comments: 0
Under consideration

Should I re-finance my mortgage?

Suggested by: Ryan Cole (26 Mar, '20) Upvoted: 06 Aug, '20 Comments: 0
Done

Considerations for Veterans

Suggested by: Eva (29 Jan, '20) Upvoted: 02 Sep, '20 Comments: 0
Under consideration

Beginning of year checklist

Suggested by: Scott (10 Jan, '20) Upvoted: 31 Mar Comments: 0
Under consideration

PPO vs HDHP + HSA comparison

Suggested by: Jacqueline (30 Oct, '19) Upvoted: 30 Sep, '20 Comments: 0
Under consideration

Changing Jobs checklist

Suggested by: Todd M (19 Apr, '19) Upvoted: 14 Feb, '20 Comments: 0
Done

Paying off Credit Card Debt- debt counseling

Suggested by: doug (27 Feb, '19) Upvoted: 12 Aug, '20 Comments: 0
Under consideration

Prohibited Transaction Exemption

Suggested by: Ed (21 May) Upvoted: 04 Jun Comments: 1
Under consideration

Donor Advised Fund Checklist

Suggested by: Jim Munchbach (18 May) Upvoted: 22 Jun Comments: 1
Planned

Obama care health ins subsidy thresholds

Suggested by: TC (03 Jan, '20) Upvoted: 14 May, '20 Comments: 1
Under consideration

401k Loan Checklist/Guidelines

Suggested by: Erik Berry (26 Dec, '18) Upvoted: 02 Sep, '20 Comments: 1
Under consideration

Best retirement plan for a one-person company

Suggested by: Mark Wilson (23 May) Upvoted: 17 Jun Comments: 0
Under consideration

Can I Make a spousal IRA contribution

Suggested by: Shawn Glogowski (10 Jun, '20) Upvoted: 19 Aug, '20 Comments: 0
Done

Master list of lists

Suggested by: Melissa Joy (16 Apr, '20) Upvoted: 10 Feb Comments: 0
Done

Tax Reduction Considerations

Suggested by: Elise (09 Jan, '20) Upvoted: 03 Jul, '20 Comments: 0
Under consideration

Roth conversion vs 0% LTCG

Suggested by: John (04 Dec, '19) Upvoted: 05 May Comments: 0
Done

Who is a dependant for tax purposes

Suggested by: DeDe Jones (01 Feb, '19) Upvoted: 02 Feb Comments: 0
Under consideration

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