Financial Journey LLC partners with a firm (fpPathfinder) to provide checklists and flowcharts that may be helpful in certain situations. Below are some of the most common scenarios that you may find useful.
GENERAL
- 2023 Important Numbers
- Important Milestones
- Master List Of Goals
- What Issues Should I Consider At The Start Of The Year?
- What Issues Should I Consdier During My Divorce?
- What Issues Should I Consider When Dealing With High Inflation?
- What Accounts Should I Consider If I Want To Save More?
- What Issues Should I Consider When Reviewing Cash Flow?
- What Documents Do I Need To Keep On File?
- What Issues Should I Consider To Fund My Child’s College Education?
- Should I Lease Or Buy My Next Automobile?
- What Issues Should I Consider For My Aging Parents?
WORKING/ACCUMULATION PHASE OF LIFE
- Pay Stub Review
- Should I Contribute To My Roth 401k?
- Should I Contribute To My Roth IRA Or My Traditional IRA?
RETIREMENT/DECUMULATION PHASE OF LIFE
- Will A Distribution From My Traditional IRA Be Penalty Free?
- Will A Distribution From My Roth IRA Be Tax And Penalty Free?
- Am I Eligible For Social Security Benefits If I Have Been Divorced?
TAX PLANNING
- 2023 Important Numbers
- Pay Stub Review
- Will I Have To Pay Tax On My Qualified ESPP?
- Will I Have To Pay Tax On The Sale Of My Investment?
- Is The Distribution From My 529 Plan Subject To Federal Income Tax?
- Can I Make A Deductible Contribution To My HSA?
- Do I Need To Start Making Federal Income Tax Payments?
- As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
- As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
INSURANCE PLANNING
ESTATE PLANNING
ASSETS & INVESTMENT PLANNING
