WorkSheets
2026 Planning
- Important Dates 2026
- Important Numbers 2026
- Master List of Goals 2026
- What accounts should I consider if I want to save more in 2026?
- What issues should I consider at the beginning of the year? (2026)
- What issues should I consider when starting a new job? (2026)
- 2026 Important Milestones
- Questions to ask as a new client (2026)
- What issues should I consider in annual client review meeting in 2026?
- What important issues should I consider regarding changes made by the Secure Act 2.0?
- What important issues should I consider regarding changes made by The One Big Beautiful Bill Act?
- AGI/MAGI Summary Guide 2026
- The One Big Beautiful Bill Comparisson Summary 2026
- What issues should I consider before the end of the 2026?
Financial Planning
- Peace of Mind Checklist
- Newlyweds Checklist
- Family Financial Workshop
- What issues do I need to consider as my child becomes independent? (2026)
- Common Home Equity Options
- Passing of Loved One Checklist
- What issues should I consider when reviewing a cashflow? (2026)
- What issues should I consider when starting out financially? (2026)
- What issues should I consider when using a reverse mortgage? (2026)
- What issues should I consider when moving out of state? (2026)
- Pay Stub Review 2026
- What documents do I need to keep on file? (2026)
- What issues should I consider if I experience a sudden wealth event? (2026)
- Am I at risk of having my identity stolen or being a victim of fraud? (2026)
- What issues should I consider if I get a promotion or raise at work? (2026)
- What issues to consider when buying a home? (2026)
- What issues to consider when selling a home? (2026)
- What issues should I consider when getting married? (2026)
- What issues should I consider when going through a divorce? (2026)
- What issues should I consider when having (or adopting) a child? (2026)
- What issues should I consider if I lose my job? (2026)
- What issues should I consider when funding an unexpected expense? (2026)
- Common charitable giving vehicles (2026)
- What issues should i consider when establishing and maintaining the emergency fund? (2026)
- What issues should I consider when owning a rental property? (2026)
- Should I consider refinancing my mortgage? (2026)
- Should I lease or buy my next automobile? (2026)
- Should I pay off my debts? (2026)
- Should I pay off my mortgage? (2026)
- Where should my next dollar go? (2026)
Retirement Planning
- Retirement Dreamcasting Worksheet
- What issues should I consider before I retire? (2026)
- Should I roll over my old 401(k)? (2026)
- Can I do a qualified charitable distribution from my IRA? (2026)
- Does an annuity fit within my financial plan? (2025)
- Should I take my pension as a lump sum? (2026)
- Should I contribute to my Roth 401(k)? (2026)
- Should I consider doing a Roth conversion? (2026)
- Should I contribute to a Roth IRA or Traditional IRA? (2026)
- Can I contribute to a Roth IRA? (2026)
- Can I make a backdoor Roth IRA contribution in 2026?
- Can I make a deductible contribution to my HSA in 2026?
- Can I make a deductible IRA contribution in 2026?
- Should I inherit my deceased spouse's Traditional IRA? (2026)
- Can I avoid taking my RMD after reaching my required beginning date (RBD)? (2026)
- Can I make a Mega backdoor Roth contribution in 2026?
- Can I make a 529 transfer to Roth IRA in 2026?
- What will have the least tax impact on harvesting capital gains or Roth conversions in 2026?
- What issues should I consider when reviewing my RMD in 2026?
- What issues should I consider with my employer provided benefits? (2026)
- What issues should I consider if I am concerned about outliving my assets? (2026)
- What issues should I consider when inheriting a Traditional or ROTH IRA? (2026)
- How must I take distributions from my twice inherited Traditional IRA? (2026)
- How must I take distributions from the ROTH IRA I inherited? (2026)
- How must I take distributions from the traditional IRA I inherited? (2026)
- Where should I withdraw my next dollar from for retirement expenses? (2026)
Investment Planning
Corporate Retirement Plans
- Should I set up a Traditional 401(k) for my business? (2026)
- Common Pension Plans for Small Business Owners 2026
- Should I start a SEP IRA or a SIMPLE IRA for my business? (2026)
- Common Retirement Plans for Small Business Owners 2026
- What issues should I consider regarding my restricted stock units in 2026?
- What issues should i consider regarding my incentive stock options in 2026?
- What issues should I consider regarding my non-qualified stock options in 2026?
Insurance Planning
- What issues should I consider when purchasing long-term care insurance in 2026?
- Common Long-Term Care Products 2026
- What issues should I consider when reviewing my health and life insurance policies in 2026?
- What issues should I consider when reviewing my property and casualty insurance policies in 2026?
- What issues should I consider when reviewing my existing annuity? (2026)
- What issues should I consider when reviewing my existing life insurance policy? (2026)
- Will healthcare change as I transition into retirement?(2026)
- If I retire early, should I buy health insurance through the health insurance marketplace? (2026)
- Should I change my Medicare coverage during open enrollment? (2026)
- Will I avoid IRMAA surcharges on Medicare Part B & Part D? (2026)
- Will I avoid Medicare enrollment penalties? (2026)
- Will I be enrolled automatically in Medicare?(2026)
- Am I eligible for Medicare Part A & B? (2026)
- Common annuity products 2026
- Common life insurance products 2026
- Does an annuity fit with my financial plan? (2026)
- What issues should I consider when doing a Section 1035 Exchange? (2026)
- What issues should I consider when purchasing disability insurance? (2026)
- What issues should I consider when purchasing life insurance? (2026)
Tax Strategy Planning
- Should I use a Donor Advised Fund (DAF) when giving to public charities?(2026)
- Taxation Guide to withdrawals and income sources (2026)
- What will have the least tax impact: harvesting capital gains or Roth conversions?(2026)
- Do I need to start making estimated Federal Income tax payments?(2026)
- Will I have to pay tax on my qualified Employee Stock Purchase Plan?(2026)
- What issues should I consider when establishing my charitable giving strategy in 2026?
- Will the distribution from my HSA be tax & penalty free? (2026)
- Will I receive a step-up in basis for the appreciated property I inherited? (2026)
- Will I receive a step-up in basis for this gifted property? (2026)
- Will the deductibility of my retirement plan contributions be impacted by the QBI rules? (2026)
- Will my Roth IRA conversion be penalty free?(2026)
- Will I have to pay tax on the sale of my investment? (2026)
- Will a distribution from my Roth IRA be tax & penalty free? (2026)
- Will a distribution from my Traditional IRA be penalty free? (2026)
- Is the distribution from my 529 plan subject to Federal Income Tax? (2026)
- Can I do a net unrealized appreciation (NUA) distribution? (2026)
- Am I eligible for a qualified business income (QBI) deduction? (2026)
- Common deductible charitable gifts (2026)
- What issues should I consider with the income from my taxable non-qualified account? (2026)
- Can I do a section 1031 Exchange with my rental property? (2026)
- Is my rental property tax deductible? (2026)
Social Security Planning
- Will my social security benefits be reduced? (2026)
- Do I qualify for social security disability benefits?(2026)
- Am I eligible for social security benefits if I have been divorced? (2026)
- Am I impacted by the social security Fairness Act? (2026)
- What issues should I consider with my Social Security retirement benefits? (2026)
Estate Planning
- Common Estate Planning Elements 2026
- What issues should I consider before I update my estate plan in 2026?
- What issues should I consider if my spouse has been diagnosed with a terminal illness in 2026?
- What issues should I consider for my aging parents in 2026?
- What issues should I consider for my child with special needs in 2026?
- What issues should I consider when reviewing my estate planning documents in 2026?
- What issues should I consider if my spouse passed away? (2026)
- What issues should I consider if my parent passed away? (2026)
- What issues should I consider before closing the estate? (2026)
- What issues should I consider when creating my estate plan? (2026)
- What issues should I consider when reviewing my beneficiaries? (2026)
- Should I consider a trust? (2026)