You’ve spent hours planning for the big day – flowers, photographers, dress…now spend a few minutes planning the rest of your life.
Checklists
Charitable Contributions
Give throughout the year and keep track of it all in one place with this Excel spreadsheet. Don’t forget all those times you texted to make a donation!
Lock & Key
In an emergency, provide vital information to your family and friends so that they can provide assistance easily.
Life After Divorce Financial Checklist
Be sure to keep yourself safe and secure your own future by updating and maintaining the documents below.
Tax Tracker
Don’t spend the beginning of the year rooting through old files looking for receipts for your taxes.
Survivor’s Guide Timeline and Checklist
This can be an emotional time for the bereaved, with many new and unexpected tasks.
8 (easy but powerful) Things To Do Before Year-End
There are several items that have a year-end deadline that you’ll want to make sure you take care of before December 31.
True New Home Cost
There is more cost involved in purchasing a new house than the down-payment.
Divorce Financial Checklist
Use this list to direct you to the documents you’ll pull together to share with your lawyer or mediator and financial advisor.
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