Let us know what flowcharts and checklists you want to see us develop next.
I have clients in their early 40s who have reached FI, still have incomes, etc. The most interesting questions I'm getting now are around what they should be ...
Suggested by: James Hindes (10 Jul, '21) • Upvoted: 23 Sep • Comments: 0
Similar and can be modified from the pre-retirement checklist (excellent) already available
Suggested by: Bruce (09 Jun) • Upvoted: 27 Jun • Comments: 1
Good for: empty nesters, surviving spouse, aging in place. How to help clients decide when it is time and how to go about looking for the right new residence. Could ...
Suggested by: susan john (07 Oct) • Upvoted: 29 Nov • Comments: 0
"Starting a job" and "getting laid off"...those are the checklists now available. But, so much financial planning concepts can be considered when deciding whether ...
Suggested by: clint (27 Sep) • Upvoted: 25 Oct • Comments: 0
• What kind of care will your aging parent need at home? • How much personal assistance and supervision can you provide? • Do you have someone at home who can help ...
Suggested by: Ed Jastrem (02 Aug) • Upvoted: 04 Aug • Comments: 0
Should I Adopt the CalSavers Retirement Plan or Implement My Own Plan? https://www.calsavers.com/
Suggested by: Tim (01 Sep, '21) • Upvoted: 02 Sep, '21 • Comments: 0
Special Needs / Cognitive / Mental Health
Suggested by: Bill Keesling (21 Oct) • Upvoted: 21 Oct • Comments: 0
Many times when people enter a new decade, they feel an obligation to do things differently or take more financial responsibility, and there's things people need to ...
Suggested by: David Sandhu (13 Oct) • Upvoted: 13 Oct • Comments: 0
Flowchart to show how to claim SS benefits for a divorced spouse and/or surviving spouse (widow/er) Describe how you qualify, ages to apply, how to apply (in ...
Suggested by: Pam Horack (21 Sep) • Upvoted: 21 Sep • Comments: 0
Steps to take when working with a spouse or loved one that has a long term, chronic illness. Examples might include reviewing LTC policies for triggering events, ...
Suggested by: Richard Hill (12 Sep) • Upvoted: 12 Sep • Comments: 0
Inventory and valuations, Insurance and protection, estate and charitable planning, costs of maintenance, resources to stay current with the marketplace and trends, ...
Suggested by: Ed Jastrem (15 Jul) • Upvoted: 15 Jul • Comments: 0
Unexpected vet bills for pets as well as livestock can create immediate financial hardship. A flowchart or checklist would be great for pet owners, as well as ...
Suggested by: Doug Nelson, CFP® (14 Feb) • Upvoted: 14 Feb • Comments: 0