Sample Financial Plan
Downloadable Budget Template
Retirement Calculator
Financial Records Organizer
Important Numbers (2020)
Checklist – What to do if you want to save more money
Decision Tree – Are distributions from my Roth IRA tax free?
Decision Tree – Can I contribute to a Roth IRA?
Decision Tree – Can I deduct my IRA contribution?
Decision Tree – Can I delay an RMD from an Inherited IRA?
Decision Tree – Can I delay my Required Minimum Distribution (RMD)?
Decision Tree – Should I contribute to a Roth IRA or Traditional IRA?
Decision Tree – What happens to a deceased spouse’s IRA?
Decision Tree – Will I pay a penalty on my IRA distribution?
Decision Tree – Are spouses eligible for Social Security benefits?
Decision Tree – Can surviving spouses collect Social Security benefits?
Decision Tree – Can you collect Social Security from your ex-spouse if you’re divorced?
Decision Tree – When do I need to apply for Medicare?
Decision Tree – Who is eligible for Social Security Disability?
Decision Tree – Will I pay Medicare enrollment penalties?
Decision Tree – Will my Social Security benefit be reduced?
Checklist – Financial things to do if you lose your job
Checklist – Financial things to do if your parents pass away
Checklist – Financial things to do if your spouse passes away
Checklist – Helping aging parents
Checklist – How to pay for college
Checklist – Managing your finances during a Recession
Checklist – Things to consider before starting a business
Checklist – Things to do before you retire
Checklist – Things to think about when buying new property & casualty insurance
Checklist – Things to think about when getting new health and life insurance
Checklist – Ways to Stop Identity Theft
Checklist – What financial documents do I need to keep on file?
Checklist – What to do before buying a home
Checklist – When do you need to update your estate plan?
Decision Tree – Are HSA distributions taxed?
Decision Tree – What to do about health insurance if you retire early
Checklist – Coronavirus relief options for small businesses
Decision Tree – Should I open a 401k for my business?
Checklist – Coronavirus relief options for families
Webinar Replay: Controlling Your Finances in an Uncontrollable World
Checklist – How to pay off student loans
Decision Tree – Am I eligible for income-driven student loan repayments (IDR)?
Decision Tree – Are 529 Plan distributions taxable?
