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TitleSourceSubject Keywords

Reviewing Your Investments

Tax Implications on Sale of Investments

How to be Tax Efficient with Your Investments

 

 

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Whiteboard Video #33

 

 

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

 

 

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Whiteboard Video #56

Whiteboard Video #65

 

 

 

Traditional IRA Distribution Rules, Traditional IRA, Inherited Traditional IRA, IRA, IRA Contributions, Roth vs Traditional, IRA Rollover

Are You At Risk of Identity Theft and Fraud?

Are You Protecting Your Financial Accounts From Hackers?

 

fpPathfinder Checklist

Whiteboard Video #51

 

fraud, identity theft, cybercrime, hackers

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.

 

 

 

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Whiteboard Video #2

 

 

 

 

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?

 

 

 

 

 

 

 

 

 

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Whiteboard Video #70

 

 

 

 

 

 

 

 

 

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

Whiteboard Video #23

 

 

 

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fpPathfinder Checklist

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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.

 

 

 

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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?

 

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Whiteboard Video #3

 

RMD

Can I Make a Deductible Contribution to My HSA?

HSA Distribution Considerations

 

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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?

 

 

 

 

 

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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

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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?

 

 

 

 

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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?

 

 

 

 

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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

 

 

 

 

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Whiteboard Video #31

Whiteboard Video #62

 

 

 

 

Retire, Retirement, Healthcare in Retirement

Planning Issues to Consider During a Divorce

Financial Planning When Getting Married

Financial Planning When Having Children

 

 

 

 

 

 

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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

 

 

 

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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

 

 

 

 

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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

 

 

fpPathfinder Flowchart

Whtieboard Video #19

 

 

 

Taxes, Tax implications, Planning for Taxes

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

 

 

 

 

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fpPathfinder Checklist

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Home, Property, House purchase, Property Insurance, Inherited Property, Gifted Property

What Issues Should I Consider During a Recession or Market Correction?

 

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Markets, Recession, Stock Markets,

Issues to Consider for Aging Parents

Financial Planning for Terminal Illness Diagnosis

Planning Ahead in Caring for Your Aging Parents

 

 

 

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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

 

 

 

 

 

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Whiteboard Video #17

Whiteboard Video #68

Whiteboard Video #69

 

 

 

 

 

 

Financial Tips, Personal Finance, Documents to keep, Important Numbers to know, Account Options

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.