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What Issues Should I Consider At The Start Of The Year?

The start of the year is a great time for a financial check-up. In addition to reflecting back on the prior year, clients may be particularly motivated in January to consider making financial resolutions for the future. You are uniquely positioned to help clients review their circumstances and goals and to guide them toward impactful improvements.

To help frame your conversations with clients who are looking to make a fresh start this year, we have created this checklist. It covers fundamental considerations, including:

  • Personal issues
  • Cash flow issues
  • Asset and debt issues
  • Tax issues
  • Insurance issues
  • Legal issues

Click here for a client-facing email template.

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What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
Category: General, Insurance Planning
What Issues Should I Consider Before The End Of The Year?
Category: General
What Documents Do I Need To Keep On File?
Category: General
Issues To Consider In Client Annual Review Meeting
Category: General
What Issues Should I Consider During A Recession Or Market Correction?
Category: General
What Accounts Should I Consider If I Want To Save More?
Category: General
Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?
Category: General
Master List Of Goals
Category: General
Should I Lease Or Buy My Next Automobile?
Category: General
What Issues Should I Consider When Reviewing My RMD?
Category: General, Retirement / Decumulation, Life Events
What Issues Should I Consider When Reviewing My Beneficiaries?
Category: General, Estate Planning
What Issues Should I Consider When Using A Reverse Mortgage?
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What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
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Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
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— Tami C, an advisor in Colorado
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“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
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
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