As a member of Gen X we are "busy". Uncle Sam doesn't care. That is why we use checklists. Hope this helps.

We are going through this process again in my family and wanted to share some tips that I have found beneficial.

A weak stock market maybe a great time to do a Roth conversion. Deciding whether it is a good financial decision is complicated. This will help.

The question of using permanent insurance to "pay yourself" has been coming up in conversation quite a bit lately. Social media is full of "influencer" types advising people to implement this strategy (for a huge commission..) I have no idea how this type of marketing is not a violation of every compliance rule, but it is out there, so I wanted to make sure everyone was educated on this issue. Michael Kitces is a very well respected advisor, firm owner, and thought leader in our industry.

This has been a challenging year in the markets. Historic rise in interest rates, recession talk, and massive inflation have shaken investors. Markets like these may provide long term planning opportunities. This checklist will help you identify many of those types of opportunities.