All you need in one place.
Flowcharts and Checklists
Life Events
- What issues should I consider when having a child?
- What issues should I consider when buying a home?
- What issues should I consider when I get a promotion or raise?
- What issues should I consider for my aging parents?
- What issues should I consider during my divorce?
- What issues should I consider when getting married?
- What issues should I consider when starting a new job?
- What issues should I consider if I lose my job?
- Important Milestones
Retirement Accounts
- Can I make a backdoor Roth IRA contribution?
- Can I make a deductible contribution to my HSA?
- What accounts should I consider if I want to save more?
- Will a distribution from my Roth IRA be tax and penalty free?
- Should I do a Roth Conversion?
- Should I contribute to a Roth IRA or Traditional IRA?
- Will a distribution from my traditional IRA be penalty free?
Insurance & Estate Planning
Investing
Equity Compensation
