Am I Eligible for the Qualified Business Income Deduction?
Curious about the 20% QBI deduction? This guide breaks down who qualifies, what income counts, and how to plan smarter for tax savings.
Understanding IRMAA: Medicare Part B & Part D Surcharge Rules
IRMAA can raise your Medicare premiums—sometimes significantly. This helpful visual explains who’s affected, how it’s calculated, and how to plan for it.
Roth Conversion Decisions: Key Questions Before You Convert (2025)
Thinking about converting to a Roth IRA? This eye-catching infographic highlights the key considerations—like timing, taxes, and income—that can make or break your decision.
Pivot with a Plan: Rebuilding After Divorce
Divorce is a life-changing event, but it also presents an opportunity for a fresh start. This guide helps you pivot forward with a clear plan to rebuild your financial and personal life.
Pivot with a Plan: A Guided Compass for Rebuilding with Clarity After Life’s Detours
When life throws you off course—career shifts, personal loss, or health changes—it’s easy to feel disoriented. Pivot with a Plan offers a structured yet inspiring path to regain clarity and chart your next chapter with intention and resilience.
Moving Forward: A Divorce Planning Checklist
A practical and empowering guide to help you plan your next steps during divorce. This checklist offers structure, clarity, and confidence as you begin a new chapter.
Finding Your Bearings: A Guided Path Through Loss
Navigating the aftermath of loss is never easy. This thoughtful guide helps you find direction—emotionally, practically, and financially—so you can move forward with peace and support.
Career Reset Checklist: Reignite Your Professional Path
Ready for a fresh start? Our Career Reset Checklist helps you reevaluate goals, build new skills, and take control of your future with purpose and clarity.
Master List of Goals
Use this structured checklist to identify, organize, and prioritize your personal, financial, and legacy goals across all areas of life.
Where Your Money Goes: A Cash Flow Breakdown
A clean, practical guide that helps you understand where your money goes—and how to use it with purpose.
Navigating Your Portfolio: Key Questions for a Smarter Investment Review
Reviewing your investments goes beyond checking returns. This guide helps you align your portfolio with your evolving goals, manage risk, and ensure your strategy still fits your life—today and tomorrow.
Staying the Course: Smart Moves to Consider in a Down Market
Don’t panic—plan. This resource outlines what to consider during a recession or market correction, from cash flow to mindset, so your long-term strategy stays intact even when the markets don’t.
Income Planning for Taxable Non-Qualified Accounts
Planning income from taxable non-qualified accounts requires strategic tax management to maximize gains and minimize liabilities. This guide outlines key strategies to structure withdrawals efficiently.
Penalty-Free IRA Withdrawals: Am I Eligible?
Understanding the rules for penalty-free IRA withdrawals can help you maximize your retirement savings without unexpected fees. Learn who qualifies and how to withdraw wisely.
Taxation Guide to Withdrawals & Income Sources: Smart Financial Planning for 2025
Understanding how taxation applies to your income sources and withdrawals is essential for effective financial planning. This guide covers key strategies to minimize tax liabilities and maximize your income efficiency.
What Should I Consider When Creating My Estate Plan?
Creating an estate plan is a crucial step to ensure that your wishes are carried out, your assets are distributed as you desire, and your loved ones are protected. This guide outlines essential factors to consider when creating a complete and effective estate plan.
What Should I Consider When Reviewing My Beneficiaries?
Regularly reviewing your beneficiaries is crucial for ensuring that your financial plans align with your current life circumstances. Learn what to consider to protect your loved ones and secure your legacy.
Protecting Your Legacy: Key Considerations for Reviewing Estate Planning Documents
Reviewing your estate planning documents regularly is essential to ensure that your legacy, wishes, and beneficiaries are properly protected. Discover key considerations to keep your estate plan up-to-date and legally sound.
Will My Roth IRA Conversion Be Penalty-Free? What You Need to Know
A Roth IRA conversion can be a powerful tax-planning tool—but only if done correctly. Learn the rules that determine whether your conversion is penalty-free and how to optimize your retirement strategy.
2025 Important Numbers: Your Essential Financial Guide
A comprehensive overview of the most important financial numbers for 2025, designed to help you make informed decisions about taxes, savings, and investments.