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How to Pick an Insurance Policy

Life insurance plans are designed to offer your family an infusion of income in the event of your death, so your loved ones won’t have to worry about finances while they are grieving. But how do you know what type of policy to choose and if it will adequately cover your needs?

This resource helps you identify your insurance goals, offers basic guidance on how to pick the optimal policy and outlines when to work with your professional to update your coverage.

Download the checklist today to get started.

 

Resources

What You Need to Do in the Year Before You Retire

Your retirement is the culmination of years of careful planning, and you don’t want to fumble the ball when the end zone is in sight.

Download our checklist of key tasks to complete in the year leading up to your retirement to make sure you’re prepared for this major life milestone.

Download the checklist today to get started.

 

Resources

Medicare and Managing Health Care Costs in Retirement

Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this make Medicare part of life for many Americans.

Let’s look at the parts of this vital program and how it plays a part in your financial plan.

Download the checklist today to get started.

 

Resources

When Shifting Goals Mean Shifting Plans

Your plan shouldn’t look the same when you’re 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it’s time to adjust your financial plan?

Use this checklist to evaluate your goals and decide when it’s time to contact your advisor for an update.

Download the checklist today to get started.

 

Resources

Tax Planning Checklist

Over the last year, we experienced an economic recovery from an ongoing global pandemic, new and pending legislation that affected taxes and retirement planning, and more.

So as you prepare to file your 2021 taxes, don’t just pack a folder with receipts and important documents. Consider these changes, and look to take advantage of tax opportunities.

Download the checklist today to get started.

 

Resources

When to Use a Donor-Advised Fund for Charitable Giving

Philanthropist and oil tycoon John D. Rockefeller famously said: “Think of giving not only as a duty, but a privilege.”

If you are of the same charitable mindset as John Rockefeller, you might consider a donor-advised fund (DAF).

A donor-advised fund (DAF) is a tool to which you make an irrevocable, tax-deductible contribution, which is then donated to some of your favorite charities. You work with a sponsor (a 501(c)(3) non-profit), which manages the account.

This worksheet will help you figure out whether a DAF can play a role in your giving strategies and offers tips to keep in mind when using a DAF.

Download the worksheet to get started.

Resources

Income-Related Monthly Adjustment Amount (IRMAA) Worksheet

IRMAA, or the income-related monthly adjustment amount, is an extra amount you have to (or will have to) pay on top of your Medicare Part B and Part D premiums based on your income. Now that you know what IRMAA is, it’s never too early to start thinking about when you’ll eventually have to pay this amount. This worksheet will help you identify some IRMAA planning points, and also point out some common IRMAA planning mistakes to steer clear of.

Download the worksheet to get started.

Resources

Health Savings Account (HSA) Worksheet

Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mistakes consumers make with HSAs that you can avoid.

Download the checklist today to get started.

Resources

Social Security Taxation Worksheet

Did you know your Social Security benefits can be taxed? That’s right – up to 85% of your Social Security benefits, money that you put away over your entire career, could be subject to taxation when you receive the benefits in retirement. Our worksheet helps you figure out if you owe, and how much of your benefit could be taxed. Inform yourself, and plan accordingly. Fill out the form below to download the worksheet:

Download the checklist today to get started.

succession planning

Resources

Business Succession Planning Checklist

The business succession process isn’t a “rainy day” task. It’s a living process that you should start as soon as possible.  You’ve probably given it some thought and almost figured out how you want to transition your business, but an “almost” succession plan is no plan at all. Fill in the form below to download the checklist:

Download the checklist today to get started.