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Helping Diligent Advisors Ensure They're On The Right Planning Path

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General, Tax Planning, Insurance Planning

Important Milestones

There are many important client milestones that advisors need to keep in mind. Eligibility requirements often depend on a client’s year of birth, residency, or other personal circumstances. With these variables, it can be difficult to track and recall how clients’ ages open or foreclose planning opportunities.

In response to this challenge, we’ve created the “Important Milestones” resource. This quick reference guide covers key milestones to keep in mind across your client relationships. It covers ages that affect:

  • Child-related income taxation
  • Catch-up contributions
  • Retirement plan withdrawals
  • Medicare
  • Social Security
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Important Milestones
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“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
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
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