Happy Holiday Checklist 2024
As 2023 ends and 2024 begins, now is a great time to take inventory of your finances and make a list of steps you need to take move the needle on your financial future.
Selling My Home
Selling My Home Financial Planning Checklist and FAQs to help you plan the sale of your home. Click on the Instant Download to grab the Checklist and watch the video!
Financial Plan Review Meeting
Financial Plan Review Meeting Checklist for DIY Investors, Families, and Small Business Owners who want to Save More Money, Pay Lower Taxes, And Build a Better Retirement
Navigating Your Child’s Independence
Navigating Your Child’s Independence is a lifelong journey. Whether you’re a new parent, a kindergarten teacher, an old college professor, or a proud grandpa, this Financial Planning Checklist is for you.
Important Numbers for 2023
Important Numbers for 2023 to keep you on track in your Financial Planning and to make you smile. Don’t forget to click below for links to #AskMeAnything and #InstantDownload
114 Ways to Make Your Money Count
114 Ways to Make Your Money Count with Jim Munchbach, CERTIFIED FINANCIAL PLANNER™ Professional and host of The Missional Money Podcast.
SEP or SIMPLE IRA
SEP or SIMPLE IRA plans can be a great alternative to 401(k)s, each offering attributes that could be attractive, depending upon your specific circumstances. Comparing these two options can be difficult, as there are multiple factors to weigh, so we have created this handy SEP or SIMPLE IRA Flowchart with an instant download link.
Contributing To My Roth 401(k)
Roth 401(k)s have become an increasingly popular alternative to traditional 401(k)s, allowing participants to make after-tax salary deferrals to your employer plans. You may have the opportunity to contribute to a designated Roth account in your 401(k), but are uncertain about the best savings strategy for your personal circumstances.
Backdoor Roth IRA Contribution
Backdoor Roth IRA Contribution if you earn too much, you are unable to make a regular contribution to a Roth IRA the workaround is the Backdoor Roth IRA
Deductible IRA Contribution
Can I Make A Deductible IRA Contribution? A traditional IRA is a great option when you’re looking to save for retirement in a tax-deferred account. However, there are many factors to consider when determining whether you are eligible to make contributions, and whether such contributions will be deductible or not.