Free Guides

Guides Library - Free Resources 

 • AGIMAGI Summary Guide.pdf

• Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud.pdf

• Am I Eligible For A Qualified Business Income QBI Deduction 2025.pdf

• Am I Eligible For An IDR Plan For My Federal Student Loans.pdf

• Am I Eligible For Medicare Part A And Part B 2025.pdf

• Am I Eligible For Social Security Benefits As A Spouse.pdf

• Am I Eligible For Social Security Benefits As A Surviving Spouse 2025.pdf

• Am I Eligible For Social Security Benefits If I Have Been Divorced 2025.pdf

Am I Impacted By The Social Security Fairness Act.pdf

• As A Retiree What Issues Should I Consider When Reviewing My 2024 Tax Return 2025.pdf

• As Someone Who Is Working What Issues Should I Consider When Reviewing My 2024 Tax Return 2025.pdf

• Can I Avoid Taking My RMD After My Required Beginning Date RBD.pdf

• Can I Contribute To My Roth IRA 2025.pdf

• Can I Do A Net Unrealized Appreciation NUA Distribution.pdf

• Can I Do A Qualified Charitable Distribution From My IRA 2025.pdf

• Can I Do A Section 1031 Exchange With My Rental Property.pdf

• Can I Make A 529 To Roth Transfer.pdf

• Can I Make A Backdoor Roth IRA Contribution 2025.pdf

Can I Make A Deductible Contribution To My HSA 2025.pdf

• Can I Make A Deductible IRA Contribution 2025.pdf

Can I Make A Mega Backdoor Roth Contribution 2025.pdf

• Common Annuity Products.pdf

• Common Charitable Giving Vehicles 2025.pdf

• Common Deductible Charitable Gifts 2025.pdf

Common Estate Plan Elements.pdf

• Common Life Insurance Policies.pdf

• Common Long Term Care LTC Products.pdf

• Common Pension Plans For Small Business Owners 2025.pdf

Common Retirement Plans For Small Business Owners 2025.pdf

• Do I Need To Start Making Estimated Federal Income Tax Payments.pdf

• Do I Qualify For Social Security Disability Benefits 2025.pdf

• Does An Annuity Fit Within My Financial Plan 2025.pdf

• How Must I Take Distributions From A Twice Inherited Traditional IRA.pdf

• How Must I Take Distributions From The Roth IRA I Inherited 2025.pdf

• How Must I Take Distributions From The Traditional IRA I Inherited.pdf

• If I Retire Early Should I Buy Health Insurance On The Health Insurance Marketplace.pdf

• Important Dates.pdf

• Important Milestones.pdf

• Important Numbers 2025.pdf

• Is My Rental Property Tax Deductible.pdf

• Is The Distribution From My 529 Subject To Federal Income Tax 2025.pdf

• Issues To Consider As A New Client.pdf

• Issues To Consider In Client Annual Review Meeting 2025.pdf

Master List Of Goals.pdf

• Pay Stub Review.pdf

• Qualified Charitable Distribution QCD Rules.pdf

• Should I Change My Medicare Coverage During Open Enrollment.pdf

• Should I Consider A Trust.pdf

• Should I Consider Doing A Roth Conversion.pdf

• Should I Consider Refinancing My Mortgage.pdf

• Should I Contribute To My Roth 401k 2025.pdf

• Should I Contribute To My Roth IRA Vs My Traditional IRA 2025.pdf

• Should I Establish A SEP IRA Or A Solo 401k For My Small Business 2025.pdf

• Should I Inherit My Deceased Spouse’s Traditional IRA.pdf

• Should I Lease Or Buy My Next Automobile.pdf

• Should I Pay Off My Debts.pdf

• Should I Pay Off My Mortgage.pdf

• Should I Roll Over My Dormant Traditional 401k.pdf

• Should I Set Up A Traditional 401k For My Business 2025.pdf

• Should I Take My Pension As A Lump Sum.pdf

• Should I Use A Donor Advised Fund When Giving To Public Charities.pdf

• Student Loan Income Driven Repayment IDR Plan Eligibility 2025.pdf

• Taxation Guide To Withdrawals And Income Sources 2025.pdf

• What Accounts Should I Consider If I Want To Save More 2025.pdf

• What Documents Do I Need To Consider When Filing My 2024 Tax Return 2025.pdf

• What Documents Do I Need To Keep On File.pdf

• What Important Issues Should I Consider Before The Secure Act 2.0 2025.pdf

• What Issues Do I Need To Consider As My Child Becomes Independent 2025.pdf

• What Issues Should I Consider As A Business Owner Or 1099 Worker.pdf

• What Issues Should I Consider At The Start Of The Year.pdf

• What Issues Should I Consider Before Closing The Estate 2025.pdf

• What Issues Should I Consider Before I Retire 2025.pdf

• What Issues Should I Consider Before I Update My Estate Plan 2025.pdf

• What Issues Should I Consider Before The End Of The Year 2025.pdf

• What Issues Should I Consider During A Recession Or Market Correction 2025.pdf

• What Issues Should I Consider During My Divorce.pdf

• What Issues Should I Consider For My Aging Parents 2025.pdf

• What Issues Should I Consider For My Child With Special Needs 2025.pdf

• What Issues Should I Consider If I Experience A Sudden Wealth Event 2025.pdf

• What Issues Should I Consider If I Get A Promotion Or Raise At Work 2025.pdf

• What Issues Should I Consider If I Lose My Job.pdf

• What Issues Should I Consider If My Parent Passed Away 2025.pdf

• What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness 2025.pdf

• What Issues Should I Consider If My Spouse Passed Away 2025.pdf

• What Issues Should I Consider Regarding My Incentive Stock Options.pdf

• What Issues Should I Consider Regarding My Non Qualified Stock Options.pdf

• What Issues Should I Consider Regarding My Restricted Stock Units.pdf

• What Issues Should I Consider To Fund My Child’s College Education 2025.pdf

• What Issues Should I Consider When Buying A Home.pdf

• What Issues Should I Consider When Creating My Estate Plan.pdf

• What Issues Should I Consider When Dealing With High Inflation.pdf

• What Issues Should I Consider When Doing A Section 1035 Exchange.pdf

• What Issues Should I Consider When Establishing And Maintaining My Emergency Fund 2025.pdf

• What Issues Should I Consider When Establishing My Charitable Giving Strategy 2025.pdf

• What Issues Should I Consider When Funding An Unexpected Expense.pdf

• What Issues Should I Consider When Getting Married.pdf

• What Issues Should I Consider When Harvesting Capital Losses.pdf

• What Issues Should I Consider When Having Or Adopting A Child 2025.pdf

• What Issues Should I Consider When Inheriting A Traditional Or Roth IRA 2025.pdf

• What Issues Should I Consider When Moving Out Of State.pdf

• What Issues Should I Consider When Owning A Rental Property.pdf

• What Issues Should I Consider When Paying Off My Student Loans 2025.pdf

• What Issues Should I Consider When Planning For A Sale Disposition Or Succession Of My Business.pdf

• What Issues Should I Consider When Purchasing A Life Insurance Policy.pdf

• What Issues Should I Consider When Purchasing Disability Insurance.pdf

• What Issues Should I Consider When Purchasing Long Term Care Insurance 2025.pdf

• What Issues Should I Consider When Reviewing Cash Flow.pdf

• What Issues Should I Consider When Reviewing My Beneficiaries.pdf

• What Issues Should I Consider When Reviewing My Estate Planning Documents.pdf

• What Issues Should I Consider When Reviewing My Existing Annuity.pdf

• What Issues Should I Consider When Reviewing My Existing Life Insurance Policy.pdf

• What Issues Should I Consider When Reviewing My Health And Life Insurance Policies.pdf

• What Issues Should I Consider When Reviewing My Investments 2025.pdf

• What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies.pdf

• What Issues Should I Consider When Reviewing My RMD 2025.pdf

• What Issues Should I Consider When Selling My Home.pdf

• What Issues Should I Consider When Starting A Business.pdf

• What Issues Should I Consider When Starting A New Job.pdf

• What Issues Should I Consider When Starting Out Financially.pdf

• What Issues Should I Consider When Using A Reverse Mortgage 2025.pdf

• What Issues Should I Consider When With My Employer Provided Benefits.pdf

• What Issues Should I Consider When With My Social Security Retirement Benefits 2025.pdf

• What Issues Should I Consider When With The Income From My Taxable Non Qualified Accounts 2025.pdf

• What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions 2025.pdf

• Where Should My Next Dollar Go.pdf

• Will A Distribution From My Roth IRA Be Tax 038 Penalty Free.pdf

• Will A Distribution From My Traditional IRA Be Penalty Free.pdf

• Will Healthcare Change As I Transition Into Retirement.pdf

• Will I Avoid IRMAA Surcharges On Medicare Part B and Part D 2025.pdf

• Will I Avoid Medicare Enrollment Penalties 2025.pdf

• Will I Be Enrolled Automatically In Medicare.pdf

• Will I Have To Pay Tax On My Qualified ESPP.pdf

• Will I Have To Pay Tax On The Sale Of My Investment 2025.pdf

• Will I Receive A Step Up In Basis For The Appreciated Property I Inherited.pdf

• Will I Receive A Step Up In Basis For This Gifted Property 2025.pdf

• Will My Roth IRA Conversion Be Penalty Free.pdf

• Will My Social Security Benefits Be Reduced 2025.pdf

• Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules 2025.pdf

• Will The Distribution From My HSA Be Tax And Penalty Free 2025.pdf