Every Financial Checklist You Might Need

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Welcome to Steward's ultimate compilation of financial checklists. As a member of fpPathfinder, Steward has access to an extensive collection of streamlined financial planning resources and easy-to-follow checklists. We wanted to make them accessible for all of our clients! We've broken down these simple one-pagers into several categories to help answer all of your burning questions: Investing, Retirement Accounts, Taxes, Career / Work, Family, Insurance, Home, and General / Other. Check them out below!

Investing

What Issues Should I Consider If I Experience A Sudden Wealth Event?
What Accounts Should I Consider If I Want To Save More?

What Issues Should I Consider During A Recession Or Market Correction?

What Issues Should I Consider Regarding My Restricted Stock Units?

What Issues Should I Consider Regarding My Incentive Stock Options?

What Issues Should I Consider Regarding My Non-Qualified Stock Options?

What Issues Should I Consider When Reviewing My Investments?

Retirement Accounts

Should I Contribute To My Roth 401(k)?
Should I Consider Doing A Roth Conversion?

Should I Contribute To My Roth IRA Vs. My Traditional IRA?

Should I Roll Over My Dormant Traditional 401(k)?

Can I Make A Deductible IRA Contribution?

Can I Make A Backdoor Roth IRA Contribution?

Can I Contribute To My Roth IRA?

Can I Delay Distributions From The Traditional IRA I Inherited?

Can I Make A Mega Backdoor Roth Contribution?

Taxes

Should I Use A Donor Advised Fund (DAF) When Giving To Public Charities?
What Issues Should I Consider When Moving Out Of State?

What Will Have The Least Tax Impact: Harvesting Capital Gains Or Roth Conversions?

Do I Need To Start Making Estimated Federal Income Tax Payments?

Will I Have To Pay Tax On My Qualified ESPP?

Will I Receive A Step-Up In Basis For The Appreciated Property I Inherited?

Will I Receive A Step-Up In Basis For This Gifted Property?

Will My Roth IRA Conversion Be Penalty-Free?

Will I Have To Pay Tax On The Sale Of My Investment?

Is The Distribution From My 529 Plan Subject To Federal Income Tax?

As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?

Am I Eligible For A Qualified Business Income (QBI) Deduction?

Career / Work

What Issues Should I Consider When Starting A New Job?
What Issues Should I Consider If I Get A Promotion Or Raise At Work?

What Issues Should I Consider If I Lose My Job?

Family

What Issues Should I Consider When Paying Off My Student Loans?
Am I Eligible For An IDR Plan For My Federal Student Loans?

What Issues Should I Consider To Fund My Child’s College Education?

What Issues Should I Consider When Reviewing My Estate Planning Documents?

What Issues Should I Consider When Establishing My Charitable Giving Strategy?

What Issues Should I Consider For My Aging Parents?

Can I Make A Deductible Contribution To My HSA?

What Issues Should I Consider When Having (Or Adopting) A Child?

What Issues Should I Consider When Getting Married?

What Issues Should I Consider If My Parent Passed Away?

Insurance

What Issues Should I Consider When Purchasing Disability Insurance?
What Issues Should I Consider When Purchasing A Life Insurance Policy?

What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?

What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies?

Home

Should I Consider Refinancing My Mortgage?
Should I Pay Off My Mortgage?

General / Other

What Issues Should I Consider Before The End Of The Year?
Should I Pay Off My Debt(s)?

Should I Lease Or Buy My Next Automobile?

What Issues Should I Consider At The Start Of The Year?

What Issues Should I Consider When Reviewing Cash Flow?

Pay Stub Review

Master List Of Goals

What Issues Should I Consider When Starting Out Financially?

Don't see a checklist for a question you have?

Reach out to us directly and we can help get you an answer! Steward ‘s mission is opening up the 1%’s wealth strategies to America’s up-and-coming families with a combination of 21st century tech and trusted advisors. We help families determine how, where, and when to invest and save on taxes in plain-English, with minimal time and effort. Steward can help determine the best way to navigate your financial situation, or we can at least get the conversation started. Give it a try here.

Reach out to me at ami@oursteward.com or schedule a free 15 min consultation to see if we’re a good mutual fit.

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Written by Ami Shah and Ilija Wan-Simm

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