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

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death of spouse

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

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: 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

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: 08 Mar 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

buy sell agreements

Various types" Cross Purchase, Entity Purchase
Suggested by: James W Frye (14 Sep, '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

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

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 Mar 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

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

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: 19 Jan Comments: 0
Under consideration

Credit Score

Understanding and raising your credit Score
Suggested by: Cecil (10 Nov, '22) Upvoted: 21 Mar 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

Retiring in 5 years Checklist

Suggested by: Arthur (17 Oct, '22) Upvoted: 19 Jan 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

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: 06 Oct, '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

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: 04 May Comments: 0
Under consideration

Rollover considerations for those still working after 73?

Suggested by: Gina C Stormont (03 May) Upvoted: 03 May Comments: 0
Under consideration

Inherited Roth IRA distributions for original owner under 55 1/2 that are non- spouse minor and non

Suggested by: Gina C Stormont (03 May) Upvoted: 03 May Comments: 0
Under consideration

Completing your w-4 mid year to adjust withholdings

Mid-year adjustments to withholding. Clients never remember how they filled out the original, so it is hard to make an adjustment other than just adding a dollar ...
Suggested by: Dan Leonard (20 Apr) Upvoted: 20 Apr Comments: 0
Under consideration

Client Advisor or Advisory Team Transition Checklist or Workflow

Transitions of financial advisors happen often and having a checklist or workflow to guide advisors to transition client relationships from one advisor to the next ...
Suggested by: Jorge Padilla (18 Apr) Upvoted: 18 Apr Comments: 0
Under consideration

What Issues To Consider When Reviewing an Alternative Investment?

I am helping a client right now weigh the pros and cons of a couple specific real estate investment opportunities. A checklist that clearly requests certain ...
Suggested by: Michael Whitman (11 Apr) Upvoted: 11 Apr Comments: 0
Under consideration

Money Market Funds vs Bank Rates

Default bank savings rates are woefully lower than you can get from a money market fund, i.e. PJLXX--JP Morgan Liquid Assets Money Market Funds.
Suggested by: Fred Borstad (05 Apr) Upvoted: 05 Apr Comments: 0
Under consideration

Tax Qualified Plan management

Hi There - We recently started serving business owners as retirement plan advisors. It would be helpful to have a flowchart that applies to operating a tax qualified ...
Suggested by: Michael Tarascio (29 Mar) Upvoted: 29 Mar Comments: 0
Under consideration

What Should I Do With A Inherited Annuity?

Suggested by: John McNamara (16 Mar) Upvoted: 16 Mar Comments: 0
Under consideration

Considerations for LGBTQ+ clients

Suggested by: Rebecca Palmer (16 Mar) Upvoted: 16 Mar Comments: 0
Under consideration

Solar/ Energy Efficient Upgrades

Considerations & Credits
Suggested by: Christine C (08 Mar) Upvoted: 08 Mar Comments: 0
Under consideration

Business Partner "Survivor" Checklist

It would be great to have a checklist for remaining business partners that just lost a business partner (similar to spouses/parent deaths) as to things they need to ...
Suggested by: Nick Hjorth (02 Mar) Upvoted: 02 Mar Comments: 0
Under consideration

Annual Gifting and Lifetime Exemption Gifts

It would be wonderful to have a tool that discusses gifting and the different attributes of annual gifting and gifting using one's lifetime exemption.
Suggested by: Rhonda S (24 Feb) Upvoted: 24 Feb 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: 14 Feb Comments: 0
Under consideration

You need a 'what do I need to do when I decide to get a 1099 side hustle' type piece

One of your clients say they want to start a business cleaning houses, but wants to be legit and not trigger an audit. What are the steps they should take? (Totally ...
Suggested by: Anne Marie Webster (06 Feb) Upvoted: 06 Feb Comments: 0
Under consideration