Homeowners all across the country are evaluating their mortgages in light of the historically low interest rates and elevated home values. This Pathfinder can help guide you through the relevant issues.
Here are important dates to know for 2021.
Evaluating your life and health insurance is an important exercise. This Pathfinder checklist can help you think through the various issues.
What Issues Should I Consider In Reviewing My Health and Life Insurance Policies? Evaluating your life and health insurance is an important exercise. This Pathfinder checklist can help you think through the various issues.
Pathfinder Worksheet: Reviewing Property and Casualty Insurance Policies Determining the appropriate property and casualty insurance coverage to protect your assets can be complex – use this Pathfinder to help you think through the issues carefully and read about The Importance of Protection Planning
Pathfinder Worksheet: Master List of Goals 2021 Setting goals is a key ingredient for effective financial planning and investing. This checklist might help you think about your own situation.
Tax Season 2020 Tax time is right around the corner and we thought these Pathfinder worksheets might be helpful as you prepare or review your returns.
Pathfinder Worksheet: Charitable Giving If you are giving charitably, or planning to do so, check out this educational worksheet to help think through your options and the related tax considerations. 2867-0321
As part of our current educational focus on Roth IRAs, here are three new Pathfinder worksheets which address various questions we hear from clients and may be helpful to you.
Important Milestones to know for 2021
Important Dates to know for 2021