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
- 2025 Important Numbers
- 2024 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?
- What Issues Should I Consider Before The End Of The Year?
- What Issues Should I Consider When Reviewing My Beneficiaries?
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?
- What Issues Should I Consider With My Employer Provided Benefits?
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?
- Am I Eligible For Social Security Benefits As A Spouse?
- Am I Eligible For Social Security Benefits As A Surviving Spouse?
- Should I Change My Medicare Coverage During Open Enrollment?
- Will I Be Enrolled In Medicare Automatically?
- Will I Avoid Medicare Enrollment Penalties?
- What Issues Should I Consider With My Social Security Retirement Benefits?
- What Issues Should I Consider Before I Retire?
- Will My Social Security Benefits Be Reduced?
- Should I Take My Pension As A Lump Sum?
- What Issues Should I Consider When Reviewing My RMD?
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?
- What Issues Should I Consider When Harvesting Capital Losses?
INSURANCE PLANNING
- What Issues Should I Consider When Purchasing A Life Insurance Policy?
- What Issues Should I Consider When Purchasing Long Term Care Insurance?
- What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies?
- What Issues Should I Consider When Reviewing My Life And Health Insurance Policies?
ESTATE PLANNING
- What Issues Should I Consider When Reviewing My Estate Planning Documents?
- What Issues Should I Consider If My Spouse Passed Away?
- What Issues Should I Consider If My Parent Passed Away?
- What Issues Should I Consider Before I Update My Estate Plan?
- What Issues Should I Consider Before Closing The Estate?
- What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
ASSETS & INVESTMENT PLANNING
- Can I Make A Backdoor Roth IRA Contribution?
- Should I Roll Over My Dormant Traditional 401k?
- Should I Pay Off My Mortgage?
- What Issues Should I Consider When Reviewing My Investments?
- What Issues Should I Consider Regarding My Restricted Stock Units?
- What Issues Should I Consider Regarding My Incentive Stock Options?
- What Issues Should I Consider Regarding My Non-Qualified Stock Options?
