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- Mar 8, 2022
Will I have to pay tax on the sale of my investment?
Determining the tax impact of selling an investment can sometimes be complicated. There are several questions...
- Mar 4, 2022
What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies?
A client’s property and casualty insurance policies are a key part of their overall financial plan. It’s important to review these policies
- Feb 25, 2022
What Issues Should I Consider Before Closing The Estate?
This checklist covers 25 of the most important planning issues to identify and consider before a client closes an estate for a loved one.
- Feb 22, 2022
What issues should I consider if a parent passed away
This checklist covers 26 of the most important planning issues to identify and consider after a client’s parent passes away.
- Feb 22, 2022
Should I Roll Over My Dormant Traditional 401k
Common IRA and 401(k) features and differences Net Unrealized Appreciation options Age-based distribution options Taxes and penalties in...
- Feb 17, 2022
Will Healthcare Change As I Transition Into Retirement?
To help make this analysis easier, we have created the “Will Healthcare Change As I Transition Into Retirement?” flowchart.
- Feb 15, 2022
What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions?
Clients often have outsized positions due to appreciation and large pre-tax retirement accounts. They may be looking to reduce risk...
- Feb 14, 2022
Pay Stub Review
A pay stub is a valuable source of information when building financial models and evaluating cash flow.
- Feb 10, 2022
What issues should I consider when reviewing my tax return?
Reviewing a tax return can always be an informative exercise to ensure you understand all sources of income and tax liabilities