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Complimentary Guides
Complimentary Guides:
Can I Make A Deductible IRA Contribution?
Category: Working / Accumulation Phase, Tax Planning, Assets and Investment Planning, General
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning, Life Events
Important Milestones
Category: General, Tax Planning
What Issues Should I Consider When Harvesting Capital Losses?
Category: General, Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Reviewing My RMD?
Category: General, Retirement / Decumulation, Life Events
Featured
How Must I Take Distributions From The Traditional IRA I Inherited?
Category: Life Events
How Must I Take Distributions From My Twice-Inherited Traditional IRA?
Category: Estate Planning, Assets and Investment Planning
What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
Category: General
What Issues Should I Consider During A Recession Or Market Correction?
Category: General
What Issues Should I Consider When Reviewing Cash Flow?
Category: General
What Issues Should I Consider If I Lose My Job?
Category: General, Working / Accumulation Phase, Life Events
What Will Have The Least Tax Impact: Harvesting Capital Gains Or Roth Conversions?
Category: Tax Planning, Assets and Investment Planning
What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?
Category: Tax Planning, Assets and Investment Planning
Important Numbers
Category: Tax Planning

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— An advisor in Virginia
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
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— Larry, an advisor in Oregon
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— Ray, an advisor in California
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
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