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

Suggested by: James Hindes (25 Feb) Upvoted: 30 Sep Comments: 1
Under consideration

Inherited property

Suggested by: Brittany Benassi (30 Sep, '20) Upvoted: 25 Aug Comments: 1
Done

Obama care health ins subsidy thresholds

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

401k Loan Checklist/Guidelines

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

Should I have a larger emergency fund?

Suggested by: timothy r guthrie (12 Oct, '18) Upvoted: 16 Sep Comments: 1
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net worth interactive checklist for annual planning updates

Suggested by: scott benjamin (16 Jun) Upvoted: 19 Aug Comments: 0
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Best retirement plan for a one-person company

Suggested by: Mark Wilson (23 May) Upvoted: 17 Jun Comments: 0
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rule of 55

Suggested by: Shawn Glogowski (27 Jan) Upvoted: 09 Aug Comments: 0
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deferred compensation

Suggested by: Todd Pouliot (17 Nov, '20) Upvoted: 09 Aug Comments: 0
Under consideration

Master list of lists

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

Roth conversion vs 0% LTCG

Suggested by: John (04 Dec, '19) Upvoted: 05 May Comments: 0
Done

Who is a dependant for tax purposes

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

How to Calculate Roth Conversion

Suggested by: Steve Stanganelli (23 Jan, '19) Upvoted: 28 Sep Comments: 0
Under consideration

FDIC / NCUA Insurance Protection

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

Open Enrollment Guide for Employees

Suggested by: Ed Jastrem (14 Oct) Upvoted: 14 Oct Comments: 1
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Gifting Considerations

Suggested by: Shannon (09 Aug) Upvoted: 23 Sep Comments: 1
Under consideration

Legal Documents for Child Going Off to College

Suggested by: Ed Jastrem (09 Jun) Upvoted: 13 Jul Comments: 1
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Should I freeze my credit?

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

What should i do if we have too much money in a 529 plan?

Suggested by: Chris Leap (21 Sep) Upvoted: 28 Sep Comments: 0
Under consideration

Choosing a Nursing Home / Retirement Community Checklist

Suggested by: Bob Robinson (07 Sep) Upvoted: 08 Sep Comments: 0
Under consideration

Extreme Weather and Power Outage Checklist

Suggested by: Bob Robinson (07 Sep) Upvoted: 08 Sep Comments: 0
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Should I Adopt the CalSavers Retirement Plan or Implement My Own Plan?

Suggested by: Tim (01 Sep) Upvoted: 02 Sep Comments: 0
Under consideration

Considerations for Couples with Blended Families

Suggested by: Kaylin Dillon (17 Aug) Upvoted: 30 Sep Comments: 0
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What to do when you have been a victim of Identity theft or fraud

Suggested by: LeRoy Bizzell (22 Jul) Upvoted: 17 Aug Comments: 0
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One-page financial planning summary of recommendations

Suggested by: Mark Silverman (14 Jul) Upvoted: 27 Sep Comments: 0
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Client Quarterly/Annual Review Meetings

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

10b5-1 Plans

Suggested by: Tom G (09 Jun) Upvoted: 17 Aug Comments: 0
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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

Comparison of estate planning trust strategies

Suggested by: Ashley (20 May) Upvoted: 16 Sep 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

Registered Domestic Partnership vs Marriage for Couples Approaching Retirement Age

Suggested by: Laura (26 Mar) Upvoted: 30 Sep Comments: 0
Under consideration

What issues should i consider before I retire?

Suggested by: Tyler Bartlett (11 Mar) Upvoted: 16 Sep Comments: 0
Under consideration

Elder Care Checklist

Suggested by: [email protected] (19 Feb) Upvoted: 03 Sep 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

Tax Preperation Checklist

Suggested by: Scott Leonard (28 Jan) Upvoted: 16 Sep 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
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

Special Considerations When You Live in a Community Property State

Suggested by: Danielle Seurkamp (04 Feb, '20) Upvoted: 17 Aug Comments: 0
Under consideration

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

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