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3 votes

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

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

Inherited property

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

Obama care health ins subsidy thresholds

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

401k Loan Checklist/Guidelines

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

Should I have a larger emergency fund?

Suggested by: timothy r guthrie (12 Oct, '18) • Upvoted: 16 Sep • Comments: 1
Under consideration
3 votes

net worth interactive checklist for annual planning updates

Suggested by: scott benjamin (16 Jun) • Upvoted: 19 Aug • Comments: 0
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3 votes

Best retirement plan for a one-person company

Suggested by: Mark Wilson (23 May) • Upvoted: 17 Jun • Comments: 0
Under consideration
3 votes

rule of 55

Suggested by: Shawn Glogowski (27 Jan) • Upvoted: 09 Aug • Comments: 0
Under consideration
3 votes

deferred compensation

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

Master list of lists

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

Roth conversion vs 0% LTCG

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

Who is a dependant for tax purposes

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

How to Calculate Roth Conversion

Suggested by: Steve Stanganelli (23 Jan, '19) • Upvoted: 28 Sep • Comments: 0
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3 votes

FDIC / NCUA Insurance Protection

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

Open Enrollment Guide for Employees

Suggested by: Ed Jastrem (14 Oct) • Upvoted: 14 Oct • Comments: 1
Under consideration
2 votes

Gifting Considerations

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

Legal Documents for Child Going Off to College

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

Should I freeze my credit?

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

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
2 votes

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
2 votes

Choosing a Nursing Home / Retirement Community Checklist

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

Extreme Weather and Power Outage Checklist

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

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

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

Considerations for Couples with Blended Families

Suggested by: Kaylin Dillon (17 Aug) • Upvoted: 30 Sep • Comments: 0
Under consideration
2 votes

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
Under consideration
2 votes

One-page financial planning summary of recommendations

Suggested by: Mark Silverman (14 Jul) • Upvoted: 27 Sep • Comments: 0
Under consideration
2 votes

Client Quarterly/Annual Review Meetings

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

10b5-1 Plans

Suggested by: Tom G (09 Jun) • Upvoted: 17 Aug • Comments: 0
Under consideration
2 votes

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
2 votes

Should I make a QCD or gift appreciated securities?

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

Comparison of estate planning trust strategies

Suggested by: Ashley (20 May) • Upvoted: 16 Sep • Comments: 0
Under consideration
2 votes

RMD Rules for Trusts Inheriting IRAs

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

Considerations for an early withdrawal from your retirement account

Suggested by: Dean (29 Apr) • Upvoted: 19 May • Comments: 0
Under consideration
2 votes

Registered Domestic Partnership vs Marriage for Couples Approaching Retirement Age

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

What issues should i consider before I retire?

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

Elder Care Checklist

Suggested by: [email protected] (19 Feb) • Upvoted: 03 Sep • Comments: 0
Under consideration
2 votes

Table of IRMAA charges

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

Addressing concentrated stock position

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

Tax Preperation Checklist

Suggested by: Scott Leonard (28 Jan) • Upvoted: 16 Sep • Comments: 0
Under consideration
2 votes

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

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

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
2 votes

Issues to Consider - Child Passing Away

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

Digital Assets

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

Calculating an IRD Deduction

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

death of parent

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

Student loan repayment options

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

Special Considerations When You Live in a Community Property State

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

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
2 votes

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
2 votes

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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