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

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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

How to decide who should be owner of 529 plan?

Suggested by: Matthew Nelson (13 Dec, '18) Upvoted: 31 Mar Comments: 0
Under consideration

What portion of my social security benefits will be taxed?

Suggested by: Russ Ford (07 Dec, '18) Upvoted: 28 Mar, '19 Comments: 0
Under consideration

Tech Checklist at Death

Suggested by: Chris Hassett (29 Dec, '20) Upvoted: 31 Mar Comments: 1
Under consideration

College planning funding options

Suggested by: Larry Saffer (07 Jul, '20) Upvoted: 12 Nov, '20 Comments: 1
Under consideration

Obama care health ins subsidy thresholds

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

planning considerations for nonresident and resident aliens (non-US citizens)

Suggested by: Mike (15 Oct, '19) Upvoted: 31 Mar Comments: 1
Under consideration

I have a day job and a side gig. How do i max out my retirement contributions?

Suggested by: Tanner (11 Jan, '19) Upvoted: 14 Feb, '20 Comments: 1
Under consideration

401k Loan Checklist/Guidelines

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

Rollovers and Direct Transfers

Suggested by: Laine Dickison (17 Oct, '18) Upvoted: 16 Apr, '20 Comments: 1
Under consideration

Client Questionnaire

Suggested by: William Miller (19 Jan) Upvoted: 25 Jan Comments: 0
Under consideration

Variable Annuity considerations

Suggested by: Sara (14 Nov, '20) Upvoted: 31 Mar Comments: 0
Under consideration

Concentrated Positions

Suggested by: Daniel Granucci, CFA, CFP® (26 Aug, '20) Upvoted: 31 Mar Comments: 0
Under consideration

72(t) / SEPP rules

Suggested by: Rich (06 Jul, '20) Upvoted: 25 Mar Comments: 0
Under consideration

Can I Make a spousal IRA contribution

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

Becoming a 1099 earner? Deductions you will want to proactively track

Suggested by: shannon moenkhaus (21 Apr, '20) Upvoted: 12 Aug, '20 Comments: 0
Under consideration

Master list of lists

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

Business Transition Strategies

Suggested by: Kevin R. (19 Jan, '20) Upvoted: 22 Jul, '20 Comments: 0
Under consideration

Wealth Transfer Strategies for UHNW - (SLAT/GRAT/FLP)

Suggested by: Kevin R. (19 Jan, '20) Upvoted: 31 Mar Comments: 0
Under consideration

Tax Reduction Considerations

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

When to make 1035 exchange from life insurance into annuity

Suggested by: Sarah Swantner (14 Oct, '19) Upvoted: 14 May, '20 Comments: 0
Under consideration

Annuities

Suggested by: Gary Erickson (08 Jul, '19) Upvoted: 08 Feb Comments: 0
Under consideration

Social Security - Restricted Application Benefits for Survivors

Suggested by: D. Ott (15 May, '19) Upvoted: 29 Jan, '20 Comments: 0
Under consideration

Workflow of workflows

Suggested by: JUSTIN WALLER (10 Apr, '19) Upvoted: 10 Feb Comments: 0
Under consideration

TOD and Designated Bene Guide

Suggested by: Donald Boyd (04 Feb, '19) Upvoted: 22 Jul, '20 Comments: 0
Under consideration

Who is a dependant for tax purposes

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

Can I Make an IRA to HSA Rollover

Suggested by: Steve Conkin (19 Dec, '18) Upvoted: 09 Feb, '20 Comments: 0
Under consideration

When is it approriate to invest in a QLAC?

Suggested by: Stephanie Vokral (06 Dec, '18) Upvoted: 10 Feb Comments: 0
Under consideration

Gifting Decisions with new $11.5 million unified credit exemption equivalent per person, until 2026.

Suggested by: Anthony Smith (12 Oct, '18) Upvoted: 23 Jul, '19 Comments: 0
Under consideration

FDIC / NCUA Insurance Protection

Suggested by: Richard (28 Sep, '18) Upvoted: 06 Apr, '20 Comments: 0
Under consideration

We gotta get some LTC Long Term Care in here!

Suggested by: big Michael fanboy (20 Apr, '20) Upvoted: 19 Aug, '20 Comments: 1
Done

Deductions, carryovers for cash, property, etc of qualifying charitable donations

Suggested by: Elena P McCoy (17 Oct, '18) Upvoted: 08 Nov, '19 Comments: 1
Under consideration

Should I have a larger emergency fund?

Suggested by: timothy r guthrie (12 Oct, '18) Upvoted: 10 Aug, '20 Comments: 1
Under consideration

Legacy Letter Of Instruction/Legacy Kit/Legacy List

Suggested by: Terry O'Grady (25 Mar) Upvoted: 26 Mar Comments: 0
Under consideration

Pros and cons of custodial accounts (UTMA/UGMA)

Suggested by: Sophie Leahy (23 Mar) Upvoted: 31 Mar Comments: 0
Under consideration

Advisor Value Checklist From Kitces & Carl Episode 54

Suggested by: scott benjamin (12 Mar) Upvoted: 31 Mar Comments: 0
Under consideration

One-Page Financial Plan Questionnaire/Report

Suggested by: Sreeni (12 Feb) Upvoted: 09 Apr Comments: 0
Under consideration

Flowchart for Medicare Advantage vs Medicare Supplement

Suggested by: JESSE SNOW (11 Feb) Upvoted: 12 Feb Comments: 0
Under consideration

Annual Readiness Survey for Retirement Plan Participants

Suggested by: scott benjamin (01 Feb) Upvoted: 12 Feb Comments: 0
Under consideration

Table of IRMAA charges

Suggested by: Deborah Gdisis (30 Jan) Upvoted: 10 Feb Comments: 0
Under consideration

How much risk should I take in my portfolio?

Suggested by: JoAnn May (28 Jan) Upvoted: 12 Feb Comments: 0
Under consideration

New Client

Suggested by: Andy (27 Jan) Upvoted: 10 Feb Comments: 0
Under consideration

"Should I Roll Over My Dormant 401(k)" Checklist

Suggested by: Kevin (16 Dec, '20) Upvoted: 18 Dec, '20 Comments: 0
Under consideration

Ensuring you don't incur a penalty for underpayment upon filing your tax return

Suggested by: Chris Hultstrand (13 Nov, '20) Upvoted: 17 Nov, '20 Comments: 0
Planned

Americans Living Abroad

Suggested by: Ann (28 Oct, '20) Upvoted: 07 Nov, '20 Comments: 0
Under consideration

2020 · WHAT ISSUES SHOULD I CONSIDER FOR MY AGING PARENTS?

Suggested by: Christina Gamache (07 Oct, '20) Upvoted: 26 Mar Comments: 0
Under consideration

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