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We Love Sharing Helpful Info

Enjoy helpful resources related to retirement and financial planning including checklists, investing principles, flowcharts, reference sheets, and more!

LifePoint Planning Links:

General Financial Planning:

Investments:

Tax Planning:

Medicare:

  • Am I eligible for Medicare Parts A and B?

  • Will I be automatically enrolled in Medicare?

  • Will I avoid Medicare enrollment penalties?

  • Will I avoid IRMAA surcharges on Medicare Parts B and D?

  • Should I change my Medicare coverage during open enrollment?

Health Insurance (Before Medicare):

Charitable Giving:

Estate Planning and Inheritance:

  • What issues should I consider before I update my estate plan?

  • What issues should I consider when reviewing my estate planning documents?

  • What issues should I consider when reviewing my beneficiaries?

  • What issues should I consider when creating my estate plan?

  • Should I inherit my deceased spouse’s traditional IRA?

  • Can I delay distributions from the traditional IRA I inherited?

  • What issues should I consider before closing the estate?

Life Events and Aging:

  • What issues should I consider before I retire?

  • What issues should I consider if I experience a sudden wealth event?

  • What issues should I consider when getting married?

  • What issues should I consider if my aging parent passed away?

  • What issues should I consider if my spouse passed away?

  • What issues should I consider during my divorce?

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