Two New Checklists: Long-Term Care & Estate Planning Document Review
You tackle the hard questions and difficult topics with your clients every day. Your two new checklists are designed to help you communicate the importance and urgency of the holistic planning that lies ahead for your clients who should consider…
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New Resources: Master List Of Goals & Pay Stub Review
We’re excited to announce two new resources this month to help you be more diligent in the planning process, plus a recap of timely and updated resources to keep you in-the-know. Details are below: New Checklist: Master List Of Goals…
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New Resources: Incentive Stock Options, Important Dates, and Important Milestones (And Updated Resources)
There is a LOT going on at fpPathfinder right now. Almost all the resources are being updated for 2021 over the next few weeks. If there is a particular resource you’re looking for, chances are it will be updated very…
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New Resources: Charitable Giving & Lump Sum Pension, plus our Important Numbers are updated for 2021!
We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below: New Checklist: What Issues Should I Consider When Establishing My Charitable Giving Strategy? Many of your clients are…
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New Resources: Medicare Coverage During Open Enrollment Flowchart & Nonqualified Stock Options Checklist
We’re excited to announce two new resources this month (and one updated resource) to help you be more diligent in the planning process. Details are below: New Flowchart: Should I Change My Medicare Coverage During Open Enrollment? Many of your…
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New Resources: Mortgage Refinancing Flowchart & Sudden Wealth Event Checklist
We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below: New Flowchart: Should I Consider Refinancing My Mortgage? When interest rates decline, mortgage refinancing becomes a particularly popular topic.…
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New Resources: Investment Review & Roth 401(k) Contributions
We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below: New Checklist: What Issues Should I Consider When Reviewing My Investments? This checklist helps guide your conversations with clients…
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New Resources: Student Loans
Two New Resources Are Available: We’re excited to announce two new resources this month centered around Student Loans. This topic is one of the most requested topics right now. That’s not surprising since student loans have become very complicated and are…
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