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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, Insurance Planning
What Issues Should I Consider When Harvesting Capital Losses?
Category: Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Reviewing My RMD?
Category: General, Retirement / Decumulation, Life Events
Am I Ready For The New Year?
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Featured
Am I Ready For The New Year?
Category:
Should I Consider Doing A Roth Conversion?
Category: Tax Planning
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: General, Tax Planning, Assets and Investment Planning
Common Deductible Charitable Gifts
Category: Tax Planning, Estate Planning
Important Numbers
Category: Tax Planning

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“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“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
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
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— Michael, an advisor in Pennsylvania
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