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Financial Wellness Planning Newsletters
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Derick Coffey
Jun 4, 20241 min read
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Tax Cut and Jobs Act Expiration 2025
For the past six years we have all enjoyed the tax breaks we received from the Tax Cut and Jobs Act. Tucked into that Act was the...

Derick Coffey
Apr 2, 20241 min read
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What to Consider with Employer-Sponsored Benefits
Make sure you are getting the most out of your employer.

Derick Coffey
Jan 1, 20241 min read
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What Documents Should You Keep on File?
It can be confusing which documents you need to keep on file. This checklist is a great starting point.

Derick Coffey
Jan 1, 20241 min read
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What to Consider During a Recession or Market Correction
Although recessions can be scary, they offer great opportunities to improve your situation. Use the checklist for things to consider.

Derick Coffey
Jan 1, 20241 min read
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The Questions You Should Ask Yourself About Your Social Security Benefit
Use this checklist to help better understand your Social Security benefit.

Derick Coffey
Jan 1, 20241 min read
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Should You Contribute to a Roth IRA or Traditional IRA?
The right account for you depends on your situation. This flowchart can help you understand what may be the best course of action.

Derick Coffey
Jan 1, 20241 min read
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Are You Eligible for an Income-Driven Repayment Plan for Student Loans?
Your student loans may be eligible for an income-diven repayment plan. IDRs can help your cashflow significantly. This one can help you save

Derick Coffey
Jan 1, 20241 min read
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What Should You Consider When Paying off Student Loans?
Student loans are complicated. Picking the right payoff option is even more so. Use this checklist when figuring out how to get rid of them.

Derick Coffey
Jan 1, 20241 min read
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Reviewing Your Pay Stub
Your pay stub should be accurate. Use this flowchart to walk through things to look for. Make sure your money is right.

Derick Coffey
Jan 1, 20241 min read
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2025 Important Numbers
My personal favorite of all the checklists/flowcharts. Use this resource at the beginning of each year to begin planning.

Derick Coffey
Jan 1, 20241 min read
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What You Should Consider as a Business Owner or 1099 Worker
Being self-employed adds another layer of complexity to your finances. This checklist can help you keep everything in order.

Derick Coffey
Jan 1, 20241 min read
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Financial Milestones
There are spcific ages in life that your financial picture can change. This list covers most of those moments.

Derick Coffey
Jan 1, 20241 min read
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Master List of Goals
You need goals to be successful, especially with your finances. Use this list to help create your financial goals.

Derick Coffey
Jan 1, 20241 min read
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What to Consider When Starting Out Financially
Starting your financial journey on the right foot sets you up for long-term success. Use this checklist to get you going.

Derick Coffey
Jan 1, 20241 min read
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What Should You Consider for a Child with Special Needs?
There are ways for special needs children to get the resources they need. This checklist goes over ways to get them the best benefits.

Derick Coffey
Jan 1, 20241 min read
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Things You Should Consider when Selling Your Home
Selling a home can be a stressful process. Get a realtor that you can trust to guide you through the sales process.

Derick Coffey
Jan 1, 20241 min read
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What Should You Consider when Reviewing Cash Flow?
Tracking your cash flow is how you build for the future. This checklist asks most of the questions needed to review your cash flow.

Derick Coffey
Jan 1, 20241 min read
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What Issues Should You Consider When Funding an Unexpected Expense?
Research all your options when it comes to covering an unexpected expense. It does not always need to result in putting it on a credit card.

Derick Coffey
Jan 1, 20241 min read
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Your Financial Wellness Journey Starts Here - 8-Week FwP Financial Kickstart Program
8-weeks to financial wellness

Derick Coffey
Jan 1, 20242 min read
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