What Issues Should I Consider Before I Retire?

Already a Member? Login

GUIDES

All Guides

Updated 12/1/2024

This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire. It’s structured as follows:

Cash Flow Issues
Health Insurance Issues
Asset & Debt Issues
Tax Planning Issues
Long-Term Planning Issues
Other Issues

Become a Member

View Sample

Related Guides

If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?

Category: Retirement / Decumulation, Insurance Planning

Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?

Category: Retirement / Decumulation, Insurance Planning, General

Will I Avoid Medicare Enrollment Penalties?

Category: Retirement / Decumulation, Insurance Planning, Life Events

Will I Be Enrolled Automatically In Medicare?

Category: Retirement / Decumulation, Insurance Planning, Life Events

Should I Change My Medicare Coverage During Open Enrollment?

Category: General, Retirement / Decumulation, Insurance Planning, Life Events

Getting Your Referral Stats

“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”

— Rick, a financial advisor

“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”

— An advisor in Texas

“fpPathfinder is fantastic. I really can't find any flaws.”

— Joshua, an advisor in Pennsylvania

“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”

— An advisor in Texas

“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”

— An advisor in Virginia

“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”

— Larry, an advisor in Oregon

“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”

— Matthew, an advisor in Georgia

Congrats!

Welcome Aboard!

Account Set-up

Tailor Your Experience

Congrats!