Library - Cornerstone Financial

Title	Source	Subject Keywords
Reviewing Your Investments Tax Implications on Sale of Investments How to be Tax Efficient with Your Investments Investing 101: The Basics. Show #12 What is “Long-Term Investing?” Show #5 Three Words To Consider When Investing. Show #4 GameStop: What Is Short-Selling? Show #26	fpPathfinder Checklist fpPathfinder Flowchart Whiteboard Video #33 Facebook Live Video Facebook Live Video Facebook Live Video Facebook Live Video	investments, investing, , sale of investments,review investments, investments and taxes,
Will a Distribution From My Traditional IRA Be Penalty-Free? Options for Inherited Traditional IRA Can I Do a Qualified Charitable Distribution From My IRA? Can I Make a Deductible IRA Contribution? Should I Contribute To My Roth IRA or My Traditional IRA? How to Avoid an IRA Rollover Mistake What to do with an Inherited IRA What is an Inherited IRA? What’s the Difference Between a Roth IRA and a Traditional IRA?	fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart Whiteboard Video #56 Whiteboard Video #65 Animated Video Podcast	Traditional IRA Distribution Rules, Traditional IRA, Inherited Traditional IRA, IRA, IRA Contributions, Roth vs Traditional, IRA Rollover
Cybercrime Protection Self-Assessment Are You Protecting Your Financial Accounts From Hackers? CyberCrime Protection Tips. Show #23 How to Spot a Ponzi Scheme. Show #17 Data Privacy Day	fpPathfinder Checklist Whiteboard Video #51 Facebook Live Video Facebook Live Video Blog Article	fraud, identity theft, cybercrime, hackers, Ponzi Scheme
Am I Eligible for Social Security If I’m Divorced? Am I Eligible for Social Security Benefits as a Spouse? Am I Eligible for Social Security Benefits as a Surviving Spouse? Do I Qualify For Social Security Disability Benefits? Social Security WEP Will My Social Security Benefits Be Reduced? How to Strategize for Social Security Benefits. Social Security and Government Pension Offset Social Security, WEP & Retirement. Show #3 TRS of Georgia and Social Security: The Good, the Bad, and the Ugly	fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart Whiteboard Video #2 fpPathfinder Flowchart Facebook Live Video Blog Article	Social Security, Social Security Benefits, Social Security Disabilty, Social Security WEP, Social Security Governement Pension Offset
Can I make a Roth IRA Contribution? Can I Make a Backdoor Roth IRA Contribution? Can I Make a Mega Backdoor Roth IRA Contribution? Should I Contribute To My Roth IRA or My Traditional IRA? Should I Convert My Roth IRA? Will a Distribution From My Roth IRA Be Taxed? Will My Roth IRA Conversion Be Penalty Free? Roth IRA, Contribute or Convert? What’s the Difference Between a Roth IRA and a Traditional IRA?	fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart Whiteboard Video #70 Podcast	Roth IRA, Roth IRA contributions, Backdoor Roth IRA Contributions, Mega Backdoor Roth IRA Contributions, Roth vs Traditional, Roth conversions,
Income-Driven Repayment Plan for Federal Student Loans Funding Your Child’s College Education Student Loan Repayment Planning Planning for Future College Costs 529 Plan Distributions and Tax Implications	fpPathfinder flowchart fpPathfinder Checklist fpPathfinder Checklist Whiteboard Video #23 fpPathfinder Flowchart	College Planning, Federal Student Loans, Student loan debt, College Savings Plan, 529 plan, IDR plan, student loan repayment
Medicare Eligibility: Part A and B IRMAA Surcharges On Medicare Part B and Part D Will I Avoid Medicare Enrollment Penalties? Will I Be Enrolled Automatically in Medicare? 5 Important Medicare Facts for Pre-Retirees.	fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart Whiteboard Video #47	Medicare, Medicare Part A and Part B, Medicare Part B and Part D IRMAA surcharges, Medicare penalties, Medicare enrollment
Can I Delay Taking My RMDs? What are Required Minimum Distributions and How are They Determined?	fpPathfinder Flowchart Whiteboard Video #3	RMD
Can I Make a Deductible Contribution to My HSA? HSA Distribution Considerations	fpPathfinder Flowchart fpPathfinder Flowchart	HSA, Health Savings Account, HSA Tax Implications, HSA Distributions
Health Insurance for Early Retirement Reviewing Health and Life Insurance Policies Planning for Long-Term Care What Type of Insurance Should I Buy?	fpPathfinder Flowchart fpPathfinder Checklist Whtieboard Video #24 Whiteboard Video #78	Insurance, Health Insurance, Life Insurance, Property Insurance, Health Ins for Early Retirement, Long Term Care
New Client Checklist Preparing for Your Annual Review Meeting How to Choose a Financial Advisor.	fpPathfinder Checklist fpPathfinder Checklist Whiteboard Video #14	Client Review, New Client, preparing for appointment,
Issues to Consider With the Loss of a Parent Planning after the Loss of a Spouse Plan Now to Take Care of Your Spouse After You are Gone.	fpPathfinder Checklist fpPathfinder Checklist Whiteboard Video #34	death, loss of a parent, loss of a spose, parent passes away, spouse passes away
Should I Rollover My Dormant 401k? Should I Set Up a Traditional 401(k) For My Business? Can I Do a Net Unrealized Appreciation Distribution?	fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Flowchart	401k, 401k Rollover, 401k for my business, NUA Distribution
Issues to Consider Before Closing an Estate Updating Your Estate Plan Is Estate Planning Only For The Rich? Do You Need a Durable Power of Attorney?	fpPathfinder Checklist fpPathfinder Checklist Whiteboard Video #7 Whiteboard Video #12	Estate Planning, Estate, Closing the Estate, update Estate Plan, POA
What Issues Should I Consider Before I Retire? Healthcare in Retirement How Do You Create a Simple Retirement Income Plan? 5 Common Mistakes to Avoid in Retirement Which Retirement Plan Should I Choose?	fpPathfinder Checklist fpPathfinder Flowchart Whiteboard Video #31 Whiteboard Video #62 Whiteboard Video #46	Retire, Retirement, Healthcare in Retirement
Planning Issues to Consider During a Divorce Financial Planning When Getting Married Financial Planning When Having Children	fpPathfinder Checklist fpPathfinder Checklist fpPathfinder Checklist	Family Issues, Divorce, Marriage, Wedding, having children/ adoption, family
Financial Planning for a Job Promotion or Raise Financial Planning for a Job Loss New Job Financial Planning	fpPathfinder Checklist fpPathfinder Checklist fpPathfinder Checklist	Job, Career, Job Promotion or Raise, New Job, Job Loss
Starting a New Business Am I Eligible For a Qualified Business Income (QBI) Deduction? Retirement Plan Contributions and QBI Deduction Rules	fpPathfinder Checklist fpPathfinder Flowchart fpPathfinder Flowchart	Business, starting a new business, 401k for business, QBI Deduction
Will I Have To Pay Taxes On My Qualified ESPP? How to Prepare for Taxes at the End of the Year 1099 Forms and Tax Returns. Show #27 IRS Form 1099 Timing Getting Ready for the Upcoming Tax Season Important Tax Season Mailing Dates	fpPathfinder Flowchart Whtieboard Video #19 Facebook Live Video Blog Article Blog Article Blog Article	Taxes, Tax implications, Planning for Taxes, Tax timing and dates
Will I Receive A Step-up In Basis For This Gifted Property? Will I Receive A Step-Up In Basis For This Inherited Property? Reviewing Property and Casualty Insurance Policies Financial Checklist for Buying a Home	fpPathfinder Flowchart fpPathfinder Flowchart fpPathfinder Checklist fpPathfinder Checklist	Home, Property, House purchase, Property Insurance, Inherited Property, Gifted Property
What Issues Should I Consider During a Recession or Market Correction?	fpPathfinder Checklist	Markets, Recession, Stock Markets,
Issues to Consider for Aging Parents Financial Planning for Terminal Illness Diagnosis Planning Ahead in Caring for Your Aging Parents	fpPathfinder Checklist fpPathfinder Checklist Whiteboard Video #63	Illness, Elderly, Aging Parents, Terminal Illness,
Important Numbers 2021 Account Options for Savings Documents to Keep on File How Long Will It Take To Double Your Money? Creating a Simple, Effective Budget It’s Time to Start Your Emergency Fund How to Choose a Financial Advisor.	fpPathfinder Reference Guide fpPathfinder Checklist fpPathfinder Checklist Whiteboard Video #17 Whiteboard Video #68 Whiteboard Video #69 Whiteboard Video #14	Financial Tips, Personal Finance, Documents to keep, Important Numbers to know, Account Options, Budgeting
What Are Annuities and How Do They Generate Income? What is a Fixed Annuity?	Whiteboard Video #6 Podcast	Annuity, fixed annuity