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

what type of annuity best fits your needs, what riders would be most beneficial

Things to consider for Safety Deposit Boxes and storage of physical documents and property. Most banks are getting rid of safety deposits. We need to help our clients ...

Considerations for Safety Deposit Boxes and storage of physical documents and property.

Is it possible to add the maximum wage base for qualified plan to the 2023 important number document?

Financial and physicological/emotional aspects to considering or planning for a Sabbatical.

I had a retirement plan participant ask me what she needs to do if she moves to Canada. I had no idea.

pros and cons of using an ILIT as an estate planning vehicle with life insurance startup costs / ongoing maintenance, trustee selection, crummey letters if you drop ...

Looking for chart comparing Profit-sharing solutions Age-weighted and new comparability plans.

Outline the factors for completing the once in a lifetime rollover factors, including the testing provisions.

Flowchart to determine taxable amount for non-qualified withdrawals. For example, determine cost basis, see if any 10% penalty exceptions apply, consider other ...

For those looking to retire before 59.5. Yrs old, it would be great to have a piece on this little loophole for a pre-tax IRA. Flowchart would prob be best, but not sure.

Many times when people enter a new decade, they feel an obligation to do things differently or take more financial responsibility, and there's things people need to ...

A Checklist and flow chart that can guide a person based on their need of needing a Financial Advisor based on what they want to do.

How should individual plan and prepare the information needed to access the important financial information given these events

Master Checklist (all checklist questions in 1 “Master” checklist) that we could then “SEND TO MANY” and use the “Remove specific questions for client” to do a large ...

Guide to purchasing Series I Bonds

I would like to see how worker's compensation might be taxed. I know that it is not usually taxable, but there are exceptions. I would like to see a flowchart of the ...

Special considerations for those wanting to retire early. Health care options, accessing retirement funds, savings need considerations, tax considerations.

Looking for a flowchart that helps define if designing and funding a Qualified Personal Residence Trust is appropriate, and what criteria should be considered to ...

Steps to take when working with a spouse or loved one that has a long term, chronic illness. Examples might include reviewing LTC policies for triggering events, ...

Comparision between Coverdell and 529 plans

This guide would walk through COBRA eligibility after separating from an employer and detail how long individuals are eligible for coverage depending on their ...

Inventory and valuations, Insurance and protection, estate and charitable planning, costs of maintenance, resources to stay current with the marketplace and trends, ...

Securities-Backed Lending Should I get a HELOC, SBLOC, NPL, or other loan types? A Securities-Backed Line of Credit (SBLOC) gives your clients the freedom to ...

Unexpected vet bills for pets as well as livestock can create immediate financial hardship. A flowchart or checklist would be great for pet owners, as well as ...