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Handy checklists, articles, etc.
Thank you for attending the webinar. Please click the button below to download a copy of the slides.
Use this checklist to review your goals!
Important numbers for 2025
What issues should you consider at the start of the year
Determine if you can contribute to a Roth IRA
Determine your minimum distributions for inherited Roth IRAs
Determine your minimum distributions for inherited IRAs
What happens to returns if we exit the market on a bad day
What to consider when reviewing your investments
Resource
Use this checklist to gather documents for 2024 tax season
Use this checklist to help prepare for 2024 tax season
Link to the IRS tax withholding calculator
Check your credit for FREE with each of the 3 credit bureaus
What to think about when reviewing your mortgage
Confidential Financial Disclosure Report Form
What to gather for your Public Financial Disclosure
Guide to getting started with your portal
Guide to transition your account connections
Information about the security of your information
