Let us know what flowcharts and checklists you want to see us develop next.
flowchart: Choosing the right annuity for yourself
what type of annuity best fits your needs, what riders would be most beneficial
Under consideration
Things to Consider for a Safety Deposit Box or Physical Safe
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 ...
Under consideration
What to consider for Physical Document Storage and Safety Deposit Boxes
Considerations for Safety Deposit Boxes and storage of physical documents and property.
Under consideration
Qualified plan maximum wage base
Is it possible to add the maximum wage base for qualified plan to the 2023 important number document?
Under consideration
Taking a Sabbatical
Financial and physicological/emotional aspects to considering or planning for a Sabbatical.
Under consideration
What do I need to do if I am moving to another country?
I had a retirement plan participant ask me what she needs to do if she moves to Canada. I had no idea.
Under consideration
What financial issues should unmarried couples consider?
Under consideration
Should I place my life insurance in an ILIT?
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 ...
Under consideration
Profit Sharing Plans
Looking for chart comparing Profit-sharing solutions Age-weighted and new comparability plans.
Under consideration
Can I do an IRA to HSA Rollover
Outline the factors for completing the once in a lifetime rollover factors, including the testing provisions.
Under consideration
Non-Qualified Withdrawals from Coverdell and 529s
Flowchart to determine taxable amount for non-qualified withdrawals. For example, determine cost basis, see if any 10% penalty exceptions apply, consider other ...
Under consideration
Substantially Equal Periodic Payments
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.
Under consideration
What Issues Should I consider in my 20s/30s/40s/50s?
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 ...
Under consideration
Do I Need A Financial Advisor
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.
Under consideration
Employee Retention Tax Credit
Under consideration
How about a workflow for pre/post disastor
How should individual plan and prepare the information needed to access the important financial information given these events
Under consideration
MASTER Checklist...
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 ...
Under consideration
Worker's Compensation Taxation Exceptions
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 ...
Under consideration
Achieving Financial Independence
Special considerations for those wanting to retire early. Health care options, accessing retirement funds, savings need considerations, tax considerations.
Under consideration
Is a QRPT right for me?
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 ...
Under consideration
Checklist/Workflow dealing with a chronic illness
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, ...
Under consideration
Issues to Consider When Requesting a Raise
Under consideration
COBRA Eligibility/Duration Guide
This guide would walk through COBRA eligibility after separating from an employer and detail how long individuals are eligible for coverage depending on their ...
Under consideration
What Should I be Thinking About to Manage my Valuable Collectibles?
Inventory and valuations, Insurance and protection, estate and charitable planning, costs of maintenance, resources to stay current with the marketplace and trends, ...
Under consideration
Security Backed Line of Credit (SBLOC)
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 ...
Under consideration
Should I purchase pet and/or livestock insurance
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 ...
Under consideration