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

Back to fpPathfinder

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

Legal Documents for Child Going Off to College

Suggested by: Ed Jastrem (09 Jun) Upvoted: 13 Jul Comments: 1
Under consideration

Should I freeze my credit?

Suggested by: Mark Wilson (23 May) Upvoted: 19 Jun Comments: 1
Under consideration

What Issues Should We Consider When Combining Finances with a Partner?

Suggested by: James Hindes (25 Feb) Upvoted: 19 Jun Comments: 1
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

Should I have a larger emergency fund?

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

PICTURES!!

Suggested by: Shannon Moenkhaus (19 Jun) Upvoted: 29 Jun Comments: 0
Under consideration

Client Quarterly/Annual Review Meetings

Suggested by: Michael Feeley (17 Jun) Upvoted: 12 Jul Comments: 0
Under consideration

net worth interactive checklist for annual planning updates

Suggested by: scott benjamin (16 Jun) Upvoted: 17 Jun Comments: 0
Under consideration

What documents should I expect to share with my financial professionals

Suggested by: J.C. Corrigan (07 Jun) Upvoted: 17 Jun Comments: 0
Under consideration

Should I make a QCD or gift appreciated securities?

Suggested by: Mark Wilson (23 May) Upvoted: 27 May Comments: 0
Under consideration

RMD Rules for Trusts Inheriting IRAs

Suggested by: Pam Horack (20 May) Upvoted: 27 May Comments: 0
Under consideration

Considerations for an early withdrawal from your retirement account

Suggested by: Dean (29 Apr) Upvoted: 19 May 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

Table of IRMAA charges

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

Addressing concentrated stock position

Suggested by: James Brewer (29 Jan) Upvoted: 27 Jun Comments: 0
Under consideration

rule of 55

Suggested by: Shawn Glogowski (27 Jan) Upvoted: 24 Jun 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

deferred compensation

Suggested by: Todd Pouliot (17 Nov, '20) Upvoted: 05 May 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
Done

Inherited property

Suggested by: Brittany Benassi (30 Sep, '20) Upvoted: 23 Oct, '20 Comments: 0
Done

Issues to Consider - Child Passing Away

Suggested by: Whitey Holt (28 Sep, '20) Upvoted: 21 Oct, '20 Comments: 0
Under consideration

Digital Assets

Suggested by: DeDe Jones (29 Jul, '20) Upvoted: 17 Oct, '20 Comments: 0
Under consideration

Calculating an IRD Deduction

Suggested by: Walter Pardo (04 Jun, '20) Upvoted: 31 Mar Comments: 0
Under consideration

death of parent

Suggested by: David Silberg (20 Apr, '20) Upvoted: 28 Jan Comments: 0
Done

Student loan repayment options

Suggested by: Lucy Shair (13 Feb, '20) Upvoted: 24 Mar, '20 Comments: 0
Done

Issues/Opportunities to consider when looking at order to liquidate accounts during retirement?

Suggested by: Aimee (27 Jan, '20) Upvoted: 17 Aug, '20 Comments: 0
Under consideration

What do I do with after-tax IRA or 401k contributions?

Suggested by: Pam Horack (23 Jan, '20) Upvoted: 22 Jul, '20 Comments: 0
Under consideration

Tweak the Should I Set Up a 401(k) flowchart

Suggested by: Graig (18 Jul, '19) Upvoted: 08 Nov, '19 Comments: 0
Under consideration

What distributions must I take from an Inherited IRA (non-spouse)

Suggested by: Russell (30 Jan, '19) Upvoted: 09 May, '19 Comments: 0
Done

How to Calculate Roth Conversion

Suggested by: Steve Stanganelli (23 Jan, '19) Upvoted: 12 Jun, '19 Comments: 0
Under consideration

In-Service Withdrawals from Qualified Plan

Suggested by: Adam Jaroch (17 Jan, '19) Upvoted: 25 Jun, '20 Comments: 0
Under consideration

How to calculate Qualified Business Income

Suggested by: Mike (27 Dec, '18) Upvoted: 26 Jun, '19 Comments: 0
Done

fixing Roth or Regular IRA excess/ineligible contribution

Suggested by: Sean Cook (09 Nov, '18) Upvoted: 11 Dec, '18 Comments: 0
Under consideration

CARES Act Qualified Plan Withdrawals

Suggested by: Bonnie A Sewell (09 Apr, '20) Upvoted: 09 Apr, '20 Comments: 1
Done

What to do when you have been a victim of Identity theft or fraud

Suggested by: LeRoy Bizzell (22 Jul) Upvoted: 22 Jul Comments: 0
Under consideration

One-page financial planning summary of recommendations

Suggested by: Mark Silverman (14 Jul) Upvoted: 14 Jul Comments: 0
Under consideration

Inherited Roth IRA Distribution Rules

Suggested by: David (12 Jul) Upvoted: 12 Jul Comments: 0
Under consideration

Should I create a written retirement income plan

Suggested by: Michael Schellinger (12 Jul) Upvoted: 12 Jul Comments: 0
Under consideration

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

Suggested by: James Hindes (10 Jul) Upvoted: 10 Jul Comments: 0
Under consideration

What Issues Should I Consider When My Child Graduates From College?

Suggested by: James Hindes (10 Jul) Upvoted: 10 Jul Comments: 0
Under consideration

Mortgage points

Suggested by: Emmanuel Henson (07 Jul) Upvoted: 07 Jul Comments: 0
Under consideration

Is My Stock Eligible for Qualified Small Business Stock Tax Treatment (Code Section 1202)?

Suggested by: Thomas Conway (06 Jul) Upvoted: 06 Jul Comments: 0
Under consideration

HELOC vs. Cash-out

Suggested by: Dhamma (29 Jun) Upvoted: 29 Jun Comments: 0
Under consideration

Considerations When Hiring a New Financial Advisor

Suggested by: Stephanie Sammons (21 Jun) Upvoted: 21 Jun Comments: 0
Under consideration

Issues to Consider when acting as Trustee for another person's trust

Suggested by: Denny (18 Jun) Upvoted: 18 Jun Comments: 0
Under consideration

10b5-1 Plans

Suggested by: Tom G (09 Jun) Upvoted: 09 Jun Comments: 0
Under consideration

Qualifying to ABLE account

Suggested by: Teresa Kakadelas (27 May) Upvoted: 27 May Comments: 0
Under consideration

Is my ira subject (exempt) to (from) the IRA One Rollover per Year Rule?

Suggested by: J.C. Corrigan (21 May) Upvoted: 21 May Comments: 0
Under consideration

Add new