Do not invest your money blindly. Know what you own and how it is performing. This checklist provides all the questions to ask your advisor.

Before taking money from your IRA, you should check for penalties. Use this flowchart as a guide to prepare yourself for potential penatlies

Moving out of state is exciting, but it does add another layer of complexity to your transition. Use this checklist to help avoid surprises

Although your child(ren) is/are growing up, there are changes that you need to prepare for. This checklist is a good start when preparing.

Technology can make you a victim of fraud. Protect yourself at all times, and check-in on your parents as they get older.

If paying off your mortgage is not feasible, maybe you should refinance. This flowchart can help you work through that decision.

There are important financial dates that occur throughout the year, that you do not want to miss. Use this list a resource to stay on track.

Filing for Social Security should not be done blindly. This flowchart can help you understand the consequences of pulling your benefit early

Know what you are buying, and if you are buying enough, when considering life insurance. Use this checklist to help guide you.

Paying off your mortgage is quite the achievement, but is it always the right decision? Let this flowchart help you make your decision.

The Secure Act 2.0 created more planning options for 2024 and 2025. Use this checklist as a guide to those changes and how you can benefit.

Distributions from an HSA must meet certain requirements to be tax and penalty-free. This flowchart can help you understand those conditions

Understanding your coverage, and having the right amount of coverage, are the first two steps of reviewing your life insurance policy.

As family situations change, you need to ensure your estate plan is up-to-date. Use this checklist to help guide you through those updates.

An emergency fund is your first line of defense against the unexpected. Have a plan to fund and maintain your emergency fund.

Closing an estate is a tedious and stressful process. This checklist can help guide you through the complicated steps to close an estate.

QBI is great for reducing taxes, but you have to be eligible. Use this flowchart to help determine if you are.

If a traditional IRA is right for you, do not immediately assume that you can deduct your contribution. Use this flowchart first.

QCDs can be a powerful tax-planning tool. This flowchart can help determine if you are eligible.

Selling any type of investment may result in a taxable event. This flowchart can help you understand situations that you may owe taxes.