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

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What ongoing issues (financial and non-financial) should I consider during retirement

Similar and can be modified from the pre-retirement checklist (excellent) already available
Suggested by: Bruce (09 Jun, '22) Upvoted: 23 Aug Comments: 1
Under consideration

Retirement Readiness Checklist for Plan Participants

checklist for annual check in with retirement plan participants with some customizable questions
Suggested by: scott benjamin (30 Mar, '21) Upvoted: 19 Jan Comments: 1
Under consideration

Hiring A Financial Professional Checklist

I would love to see a checklist to hiring a financial professional. Example, check them out on broker check, understand how they get paid, services needed..etc
Suggested by: Chris Magana (18 Oct, '22) Upvoted: 11 Aug Comments: 0
Under consideration

Retiring in 5 years Checklist

Suggested by: Arthur (17 Oct, '22) Upvoted: 26 Sep Comments: 0
Under consideration

buy sell agreements

Various types" Cross Purchase, Entity Purchase
Suggested by: James W Frye (14 Sep, '22) Upvoted: 18 Sep Comments: 0
Under consideration

custodial account vs. 529

Can we put together a checklist/flowchart that shows why someone might want to open a UGMA or 529, or both for their child or grandchild?
Suggested by: Kim Abmeyer (28 Dec, '22) Upvoted: 21 Jun Comments: 2
Under consideration

death of spouse

Death steps after passing of spouse
Suggested by: Barbara Hudock (28 Jul, '22) Upvoted: 27 Dec, '22 Comments: 1
Under consideration

Executor Checklist

Something we can hand to clients that are named as executor of someone's estate so they know what to do.
Suggested by: jamie A bosse (31 Jan) Upvoted: 20 Apr Comments: 0
Under consideration

2026 sunset tax rate table comparison chart.

It would be great to have a tax table that compares what rates will be when they sunset in 2026 compared to the current tax law.
Suggested by: Brett Andrews (17 Nov, '22) Upvoted: 18 Sep Comments: 0
Under consideration

New Prospective Client

A flow chart for a prospective client detailing the process of discovery, planning, and on boarding. I realize every advisor does things a bit different but ...
Suggested by: michael Feeley (10 Oct, '22) Upvoted: 19 May Comments: 0
Under consideration

Annuity Taxation

How are distributions (including RMDs) from a non annuitized annuity taxed?
Suggested by: Joel (06 Oct, '22) Upvoted: 27 Dec, '22 Comments: 0
Under consideration

Reg Bi Rollover Form

Interactive Checklist to meet Reg Bi Rollover Requirements
Suggested by: Michelle Barron (09 Sep, '22) Upvoted: 02 Feb Comments: 0
Under consideration

Widow/Same-Sex/Child Free Couple Checklists

We are looking to build checklists to address unique planning issues specifically for Widows, Child-Free Couples and Same Sex Couples. These clients often have ...
Suggested by: Jennifer (08 Aug, '22) Upvoted: 11 Aug Comments: 0
Under consideration

Considerations for Multiple Generations Living Under One Roof

• 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, '22) Upvoted: 12 Feb Comments: 0
Under consideration

Frank Duke NUA Method

The Regular NUA flowchart is great, can we get an identical replica for people completing the Frank Duke Method based off the PLR?
Suggested by: Tom (19 Jul, '22) Upvoted: 09 Sep, '22 Comments: 0
Under consideration

What Issues Should I Consider When I Reach Financial Independence Early?

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, '22 Comments: 0
Under consideration

Premarital or Prenuptial Discussions

Questions to work through with or for clients for discussing prenuptial agreements if one may be useful.
Suggested by: Kyle (15 Sep) Upvoted: 26 Sep Comments: 1
Under consideration

When I down size should I rent or own?

As clients retire and downsize sometimes they consider buying into a coop. Other times the rent at a senior community that will have services available down the road. ...
Suggested by: Richard Dunn (20 Sep, '22) Upvoted: 18 Oct, '22 Comments: 1
Under consideration

Good Money Habits to Build

See attached png image file. Examples: Pay yourself first: set aside income to invest for the future and benefit from compound returns (e.g. 401K out of sight, ...
Suggested by: Ed Jastrem (28 Jun, '22) Upvoted: 07 Jul, '22 Comments: 1
Under consideration

Planning/next steps for client with terminal illness - expected death within 1-12 months

Estate planning documents review; beneficiary designations review; asset retitling; gifting; probate avoidance; tax planning; digital assets, accounts, social media; ...
Suggested by: Greg (10 Aug) Upvoted: 20 Sep Comments: 0
Under consideration

Interactive PDF for IN PERSON meetings

Allowing the PDFs (without us doing the mods) to be interactive: check boxes etc. Also, the drop down text box to fill in pertinent information. I use the ...
Suggested by: Joel (23 Jun) Upvoted: 18 Jul Comments: 0
Under consideration

Downsize my home after the kids move out?

Families struggle with "update and stay" or "sell and downsize" as they become empty nesters. This would give a visual for areas of consideration
Suggested by: Matt Meline (30 May) Upvoted: 18 Sep Comments: 0
Under consideration

What to do when a loved one passes away

We need a worksheet to detail what needs to be done when a loved one passes. (I've seen the existing worksheets about losing a spouse or parent). I think this ...
Suggested by: Brick Parsons (04 May) Upvoted: 10 Jul Comments: 0
Under consideration

kiddie tax

I did not see anything that addresses the kiddie tax. Would be helpful to have that addressed.
Suggested by: Meredith (14 Feb) Upvoted: 18 Sep Comments: 0
Under consideration

Things to Consider for a Safety Deposit Box or Physical Safe

Things to consider for Safety Deposit Boxes and storage of physical documents and property. Most banks are getting rid of safety deposits. We need to help our clients ...
Suggested by: Shannon Moenkhaus (17 Jan) Upvoted: 18 Sep Comments: 0
Under consideration

Health Savings Accounts

Hi, I have many clients that have HSAs but don't fully fund them through payroll deduction so they make a prior year HSA contribution before 4/15 and then deduct ...
Suggested by: Brandon (16 Jan) Upvoted: 06 Mar Comments: 0
Under consideration

Planning Ideas by Tax Bracket

At each tax bracket [by filing status] list what tax planning opportunities may apply. Or what tax break may exist [or penalty incured] within a tax bracket. For ...
Suggested by: Jonathan Houk (30 Dec, '22) Upvoted: 22 May Comments: 0
Under consideration

Household Employee

Flowchart to determine if a worker is a contractor vs household employee
Suggested by: Raven HJ Pyle-McCrackyn (19 Dec, '22) Upvoted: 12 Apr Comments: 0
Under consideration

Contributing to Multiple 401(k) Plans

It would be helpful to have a flow chart on the rules for contributing to more than one 401(k) plan for those that are employed and also self-employed to maximum ...
Suggested by: David Carlson (15 Dec, '22) Upvoted: 21 Mar Comments: 0
Under consideration

Yearly Social Security Important Numbers Cheat Sheet

Would be awesome if we could put together an annually updated Social Security Cheat Sheet, much like the 2022 Important numbers, but focused solely on Social Security ...
Suggested by: Vinicius Hiratuka (07 Dec, '22) Upvoted: 27 Dec, '22 Comments: 0
Under consideration

Ownership of non-retirement assets

For working with clients in multiple states -- it would be helpful to have a reference that outlines the ownership options available and the pros/cons of each. For ...
Suggested by: Eva (27 Nov, '22) Upvoted: 27 Dec, '22 Comments: 0
Under consideration

When should I consider guardianship / conservatorship

Special Needs / Cognitive / Mental Health
Suggested by: Bill Keesling (21 Oct, '22) Upvoted: 27 Dec, '22 Comments: 0
Under consideration

Secure Act Flow Chart

I think it would be helpful to outline the rules for spouses/non-spouses in an easy to read chart. Plus a lot of people seem to need reminders on Eligible ...
Suggested by: Evan (21 Oct, '22) Upvoted: 27 Dec, '22 Comments: 0
Under consideration

Do I Need A Financial Advisor

A Checklist and flow chart that can guide a person based on their need of needing a Financial Advisor based on what they want to do.
Suggested by: michael Feeley (10 Oct, '22) Upvoted: 11 Aug Comments: 0
Under consideration

How will my pension be taxed?

This could include Military Pensions (some states tax and many do not), FERS Pensions, VA Disability Benefits, etc.
Suggested by: David Lukas (07 Oct, '22) Upvoted: 27 Dec, '22 Comments: 0
Under consideration

Decision tree when deciding about down sizing your residence.

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, '22) Upvoted: 29 Nov, '22 Comments: 0
Under consideration

What Issues Should I Consider When Preparing to Change Jobs

"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, '22) Upvoted: 25 Oct, '22 Comments: 0
Under consideration

Divorced Spouse / Surviving Spouse Social Security

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, '22) Upvoted: 27 Dec, '22 Comments: 0
Under consideration

Master Financial Planning Flowchart

A master flowchart of the many, many, many different planning considerations during a lifetime. Something similar to the "Reddit" spending plan flow cart that's been ...
Suggested by: Jonathan Houk (31 Aug, '22) Upvoted: 10 Oct, '22 Comments: 0
Under consideration

Medicaid Planning

Which assets are allowed or not counted toward Medicaid? Spousal considerations when applying for Medicaid? How Medicaid works.
Suggested by: Jared Kenney (16 Aug, '22) Upvoted: 27 Dec, '22 Comments: 0
Under consideration

Working with a clients Tax professional

A best practice list of questions to work with your clients CPA or tax professional. Questions to ask to help their tax planning and ways to get the CPA to help you ...
Suggested by: Chris Clepp (02 Aug, '22) Upvoted: 18 Oct, '22 Comments: 0
Under consideration

Should I Adopt the CalSavers Retirement Plan or Implement My Own Plan?

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
Under consideration

Important Numbers 2023 - Head of Household

Can you add a column for HoH? We have a niche for divorced clients and this would be a nice add
Suggested by: Ann Garcia (21 Nov, '22) Upvoted: 21 Nov, '22 Comments: 1
Under consideration

The Next 90 Days

There needs to be a checklist for the next 90 days after a death in the family. All the practical and pressing items that need to be done
Suggested by: Josh Klooz (19 Sep) Upvoted: 19 Sep Comments: 0
Under consideration

How does WEP and GPO impact my/our social security benefits?

So many federal and municipal employees are affected by these two provisions and virtually none of them seem to understand how this affects Social Security for ...
Suggested by: Bob Huntley (02 Sep) Upvoted: 02 Sep Comments: 0
Under consideration

Dynasty Trust flowcharts and checklists

Showing up in popular media and we are getting questions about the so called "dynasty" trust. Need explainer for clients.
Suggested by: Matthew Nelson (22 Aug) Upvoted: 22 Aug Comments: 0
Under consideration

Data Breach Checklist

With the increase in data breaches it might be helpful to have a checklist of things to do after a data breach. Change passwords, sign up with monitoring service etc.
Suggested by: Dave Sprague (17 Aug) Upvoted: 17 Aug Comments: 0
Under consideration

Financial Checklist for those diagnosed with Dementia

One for single individuals and one for married couples. Bonus points for information for those diagnosed at a young age (like 45).
Suggested by: HWM (17 Aug) Upvoted: 17 Aug Comments: 0
Under consideration

Should I Review my Existing 401k?

A flowchart, or checklist, of considerations for plan sponsors of existing retirement plans. The intention is to have a resource to serve as a conversation starter ...
Suggested by: clinton (11 Aug) Upvoted: 11 Aug Comments: 0
Under consideration

What Issues Should I Consider When Starting a New Hobby?

All hobbies cost money. Therefore, tradeoffs should be considered. BUT! What about other risks, safety, insurability, relationships, time, etc? A nice checklist ...
Suggested by: clinton (11 Aug) Upvoted: 11 Aug Comments: 0
Under consideration