Resource Guides (Click pdf links below)
2025 Reference Guide (Important Numbers)
The One Big Beautiful Bill Act Before & After Comparison Guide
The One Big Beautiful Bill Act Guide 2025
Life Events & Situations
- What Issues Should I Consider When Getting Married
- What Issues Should I Consider When Having Or Adopting A Child 2025
- What Issues Should I Consider When Moving Out Of State
- What Issues Should I Consider When Losing My Job
- What Issues Should I Consider When Starting Out Financially
- What Issues Should I Consider When Inheriting A Traditional Or Roth IRA 2025
- What Issues Should I Consider For My Aging Parents 2025
- What Issues Should I Consider If My Parent Passed Away 2025
- What Issues Should I Consider During My Divorce
- What Issues Should I Consider When Buying A Home
- What Issues Should I Consider When Selling My Home
- What Issues Should I Consider When Starting A Business
- What Issues Should I Consider When Starting A New Job
- What Issues Should I Consider When With My Employer Provided Benefits
- What Issues Should I Consider When Planning For A Sale Disposition Or Succession Of My Business
- What Issues Should I Consider Regarding My Incentive Stock Options
- What Issues Should I Consider Regarding My Non Qualified Stock Options
- What Issues Should I Consider Regarding My Restricted Stock Units
- What Issues Should I Consider If I Experience A Sudden Wealth Event 2025
- What Issues Should I Consider To Fund My Child’s College Education 2025
Retirement & Investment Planning
- Should I Consider Doing A Roth Conversion
- Should I Contribute To My Roth IRA Vs My Traditional IRA 2025
- Should I Roll Over My Dormant Traditional 401k
- Should I Consider Refinancing My Mortgage
- Will My Social Security Benefits Be Reduced 2025
- Will I Avoid Medicare Enrollment Penalties 2025
- Will I Avoid IRMAA Surcharges On Medicare Part B and Part D 2025
- Will Healthcare Change As I Transition Into Retirement
- What Accounts Should I Consider If I Want To Save More 2025
- Taxation Guide To Withdrawals And Income Sources 2025
- How Must I Take Distributions From The Traditional IRA I Inherited
- How Must I Take Distributions From The Roth IRA I Inherited 2025
- Should I Take My Pension As A Lump Sum
- Important Numbers 2025
- Important Milestones
- Master List Of Goals
- Where Should My Next Dollar Go
Insurance & Risk Management
- Common Life Insurance Policies
- Common Long Term Care LTC Products
- Common Annuity Products
- Common Charitable Giving Vehicles 2025
- Common Deductible Charitable Gifts 2025
- Should I Pay Off My Mortgage
- Should I Pay Off My Debts
- Should I Lease Or Buy My Next Automobile
- Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud
- Should I Consider Purchasing Disability Insurance
- Should I Consider Purchasing A Life Insurance Policy
- Should I Consider Purchasing Long Term Care Insurance 2025
- What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies
- What Issues Should I Consider When Reviewing My Health And Life Insurance Policies
- What Issues Should I Consider When Reviewing My Existing Annuity
- What Issues Should I Consider When Reviewing My Existing Life Insurance Policy
Tax & Estate Planning
- Am I Eligible For A Qualified Business Income QBI Deduction 2025
- Common Estate Plan Elements
- What Issues Should I Consider When Reviewing My Estate Planning Documents
- Should I Consider A Trust
- Will I Receive A Step Up In Basis For The Appreciated Property I Inherited
- Will I Receive A Step Up In Basis For This Gifted Property 2025
- Do I Need To Start Making Estimated Federal Income Tax Payments
- What Documents Do I Need To Consider When Filing My 2024 Tax Return 2025
- What Documents Do I Need To Keep On File
- Issues To Consider As A New Client
- Issues To Consider In Client Annual Review Meeting 2025
- Qualified Charitable Distribution QCD Rules
- Can I Do A Qualified Charitable Distribution From My IRA 2025
- Can I Make A Deductible IRA Contribution 2025
- Can I Make A Mega Backdoor Roth Contribution 2025
- Can I Avoid Taking My RMD After My Required Beginning Date RBD
- Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules 2025
- Will I Have To Pay Tax On My Qualified ESPP
- Will I Have To Pay Tax On The Sale Of My Investment 2025
- AGIMAGI Summary Guide
- Am I Eligible For An IDR Plan For My Federal Student Loans
- Am I Eligible For Medicare Part A And Part B 2025
- Am I Eligible For Social Security Benefits As A Spouse
- Am I Eligible For Social Security Benefits As A Surviving Spouse 2025
- Am I Eligible For Social Security Benefits If I Have Been Divorced 2025
- Am I Impacted By The Social Security Fairness Act
- As A Retiree What Issues Should I Consider When Reviewing My 2024 Tax Return 2025
- As Someone Who Is Working What Issues Should I Consider When Reviewing My 2024 Tax Return 2025
- Can I Contribute To My Roth IRA 2025
- Can I Do A Net Unrealized Appreciation NUA Distribution
- Can I Do A Section 1031 Exchange With My Rental Property
- Can I Make A 529 To Roth Transfer
- Can I Make A Backdoor Roth IRA Contribution 2025
- Can I Make A Deductible Contribution To My HSA 2025
- Does An Annuity Fit Within My Financial Plan 2025
- How Must I Take Distributions From A Twice Inherited Traditional IRA
- Is My Rental Property Tax Deductible
- Is The Distribution From My 529 Plan Subject To Federal Income Tax 2025
- Pay Stub Review
- Should I Change My Medicare Coverage During Open Enrollment
- Should I Contribute To My Roth 401k 2025
- Should I Establish A SEP IRA Or A Simple IRA For My Small Business 2025
- Should I Inherit My Deceased Spouse’s Traditional IRA
- Should I Set Up A Traditional 401k For My Business 2025
- Should I Use A Donor Advised Fund When Giving To Public Charities
- Student Loan Income Driven Repayment IDR Plan Eligibility 2025
- What Important Issues Should I Consider Before The Secure Act 2.0 2025
- Will A Distribution From My Roth IRA Be Tax Penalty Free
- Will A Distribution From My Traditional IRA Be Penalty Free
- Will I Be Enrolled Automatically In Medicare
- Will My Roth IRA Conversion Be Penalty Free
- Will The Distribution From My HSA Be Tax And Penalty Free 2025