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Financial Planning Checklists

Should I Contribute to My Roth 401k?

Financial Planning Checklist: Should I Contribute to My Roth 401k?

December 13, 2022 by Marc Bautis

This guide shows you the key differences between a Roth 401k and a Roth IRA, as well as the difference between a Roth 401k and traditional pre-tax 401k contributions, which will help you answer the question: Should I contribute to my Roth 401k?

Read moreFinancial Planning Checklist: Should I Contribute to My Roth 401k?
Financial Planning Checklist: Should I Consider Doing A Roth Conversion?

Financial Planning Checklist: Should I Consider Doing A Roth Conversion?

November 2, 2022 by John Williams

Converting to a Roth IRA could save you a lot on taxes in retirement. But there are a lot of important considerations to weight before making the switch.

Read moreFinancial Planning Checklist: Should I Consider Doing A Roth Conversion?
What Issues Should I Consider When Harvesting Capital Losses?

Financial Planning Checklist: What Issues Should I Consider When Harvesting Capital Losses?

September 1, 2022 by Marc Bautis

With markets down so far this year, there's a spotlight on tax-loss harvesting. Here's an overview of what you should consider before employing this strategy, including the effect harvesting losses may have on your overall portfolio goals.

Read moreFinancial Planning Checklist: What Issues Should I Consider When Harvesting Capital Losses?
Should I Pay Off My Mortgage?

Financial Planning Checklist: Should I Pay Off My Mortgage?

August 8, 2022 by Marc Bautis

Gain a more nuanced understanding of why and why not to consider paying off your mortgage.

Read moreFinancial Planning Checklist: Should I Pay Off My Mortgage?
What to Consider During a Recession

Financial Planning Checklist: What to Consider During a Recession

July 14, 2022 by Marc Bautis

Recession fears or not, discover how you can continue to strategically position your finances to weather the possible storm.

Read moreFinancial Planning Checklist: What to Consider During a Recession
How to Deal With High Inflation

Financial Planning Checklist: How to Deal With High Inflation

June 16, 2022 by John Williams

Let’s shed some light on opportunities to improve your situation in the wake of high inflation.

Read moreFinancial Planning Checklist: How to Deal With High Inflation
Disability Insurance Checklist

Financial Planning Checklist: What to Consider When Purchasing Disability Insurance

May 18, 2022 by Marc Bautis

May is Disability Insurance Awareness Month. If you’re shopping around for disability insurance – or haven’t even considered it – this checklist helps make sure you’re properly protecting your income.

Read moreFinancial Planning Checklist: What to Consider When Purchasing Disability Insurance
Buy or Lease a Car?

Financial Planning Checklist: Should I Buy or Lease My Next Car?

May 4, 2022 by Marc Bautis

There are pros and cons to both buying a car and leasing one, but the decision deeply depends on your unique situation.

Read moreFinancial Planning Checklist: Should I Buy or Lease My Next Car?
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7 North Mountain Ave
Montclair, NJ 07042
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    • Agent of Wealth
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  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Wealth Center
    • Orion

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