Guides & Checklists

If you’d like the most current copy of any of these guides, please get in touch, specify which guide you are looking for and we’ll share it with you.

General Finance

Important Dates
Important Milestones
Important Numbers
Paystub Review
Documents To Keep On File
Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud
What Issues Should I Consider When Starting Out Financially

Life events

What Accounts Should I Consider If I Want To Save More
What Issues Should I Consider Before I Retire
What Issues Should I Consider Before The End Of The Year
What Issues Should I Consider During My Divorce
What Issues Should I Consider For My Aging Parents
What Issues Should I Consider If I Get A Promotion Or Raise At Work
What Issues Should I Consider If I Lose My Job
What Issues Should I Consider If My Parent Passed Away
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness
What Issues Should I Consider If My Spouse Passed Away
What Issues Should I Consider If I Experience A Sudden Wealth Event
What Issues Should I Consider When Getting Married
What Issues Should I Consider When Having Or Adopting A Child
What Issues Should I Consider When Starting A New Job

REAL ESTATE

Real Estate
Issues to Consider When Buying A Home
Real Estate -
Should I Consider Refinancing My Mortgage?

IRAs & Roth IRAS

Roth IRA - Can-I-Avoid-Taking-My-RMD-After-Reaching-My-Required-Beginning-Date
Can I Avoid Taking My RMD After Reaching My Required Beginning Date
Roth IRA Will My Roth IRA Conversion Be Penalty Free
Will My Roth IRA Conversion Be Penalty Free
Roth IRAs - Can-I-Do-a-Qualified-Charitable-Distribution-From-My-IRA
Can I Do a Qualified Charitable Distribution From My IRA
Roth IRA - Deductible Contribution
Can I Make A Deductible IRA Contribution
Roth IRAs Can-I-Make-a-Backdoor-Roth-IRA-Contribution
Can I Make a Backdoor Roth IRA Contribution
Screen Shot 2021-07-07 at 9.42.30 PM
Can I Make A Mega Backdoor Roth IRA Contribution
ROTH IRA - Consider doing a Roth IRA conversion
Should I Consider Doing a Roth Conversion
Roth IRA - Should I Contribute To My Roth 401K
Should I Contribute To My Roth 401K
Roth - Should I Contribute To My Roth IRA Vs My Traditional IRA
Should I Contribute To My Roth IRA Vs My Traditional IRA
Roth IRA - Should I Inherit My Deceased Spouses Traditional IRA
Should I Inherit My Deceased Spouses Traditional IRA
Roth IRA - What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions
What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions
Roth IRA - Will A Distribution From My Traditional IRA Be Penalty Free
Will A Distribution-From My Roth IRA Be Tax and Penalty Free
Roth IRA - Will A Distribution From My Traditional IRA Be Penalty Free
Will A Distribution From My Traditional IRA Be Penalty Free
Roth IRA Will My Roth IRA Conversion Be Penalty Free
Will My Roth IRA Conversion Be Penalty Free