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![What Should You Consider for a Child with Special Needs?](https://static.wixstatic.com/media/6702b3_a63f175b546c48d5932a23d3cd0039fd~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_a63f175b546c48d5932a23d3cd0039fd~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
What Should You Consider for a Child with Special Needs?
There are ways for special needs children to get the resources they need. This checklist goes over ways to get them the best benefits.
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![Should You Use the Health Insurance Marketplace if You Retire Early?](https://static.wixstatic.com/media/6702b3_a080958a500d4070be08a6ada6ecdc2f~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_a080958a500d4070be08a6ada6ecdc2f~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
Should You Use the Health Insurance Marketplace if You Retire Early?
Retiring before age 65 is perfectly fine, just make sure you have the proper Health Insurance coverage before handing in your notice.
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![What Should You Consider when Reviewing Your Required Minimum Distributions?](https://static.wixstatic.com/media/6702b3_0726edb56fcb4a569c25dee6c67b91e1~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_0726edb56fcb4a569c25dee6c67b91e1~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
What Should You Consider when Reviewing Your Required Minimum Distributions?
Understanding your RMD ensures you take it on time, but also helps with tax planning in your retirement.
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![Things You Should Consider when Selling Your Home](https://static.wixstatic.com/media/6702b3_c8f995da69014ab5bf9411d47a3ce62e~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_c8f995da69014ab5bf9411d47a3ce62e~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
Things You Should Consider when Selling Your Home
Selling a home can be a stressful process. Get a realtor that you can trust to guide you through the sales process.
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![What Issues Should You Consider if You Experience a Sudden Wealth Event?](https://static.wixstatic.com/media/6702b3_048882685c2a4476b84c734e5608a911~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_048882685c2a4476b84c734e5608a911~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
What Issues Should You Consider if You Experience a Sudden Wealth Event?
Sudden wealth typically comes from an inheritance. Regardless of its size, you should work through this checklist before investing.
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![What Should You Consider when Reviewing Cash Flow?](https://static.wixstatic.com/media/6702b3_b185c716328d4ec1a38d56c80b72797f~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_b185c716328d4ec1a38d56c80b72797f~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
What Should You Consider when Reviewing Cash Flow?
Tracking your cash flow is how you build for the future. This checklist asks most of the questions needed to review your cash flow.
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![What Should You Consider when Reviewing Your Estate Planning Documents?](https://static.wixstatic.com/media/6702b3_81fcf1d225a0486888c08987f629aa96~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_81fcf1d225a0486888c08987f629aa96~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
What Should You Consider when Reviewing Your Estate Planning Documents?
Over time, life changes will occur for you and your beneficiaries. Using this checklist can help you keep your documents up-to-date.
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![Where Should Your Next Dollar Go?](https://static.wixstatic.com/media/6702b3_a3e9e12df29442a78924f8e9fd5dd36a~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_a3e9e12df29442a78924f8e9fd5dd36a~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
Where Should Your Next Dollar Go?
Do not save money blindly. This flowchart can help you save money in a way that is most beneficial to you now, and in the future.
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![What Issues Should You Consider When Funding an Unexpected Expense?](https://static.wixstatic.com/media/6702b3_780d3cc3caa24a4991333dffbb7683a1~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_780d3cc3caa24a4991333dffbb7683a1~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
What Issues Should You Consider When Funding an Unexpected Expense?
Research all your options when it comes to covering an unexpected expense. It does not always need to result in putting it on a credit card.
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![Should You Lease or Buy Your Next Vehicle?](https://static.wixstatic.com/media/6702b3_2ac9270278ff4ec38a498f4976d24241~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_2ac9270278ff4ec38a498f4976d24241~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
Should You Lease or Buy Your Next Vehicle?
Sometimes it does make sense to lease your vehicle. Use this flowchart to help determine if it makes sense for you.
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![What Issues Should You Consider Before the End of the Year?](https://static.wixstatic.com/media/6702b3_120e14a5de2844d7a6fe492bb406f2f1~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_120e14a5de2844d7a6fe492bb406f2f1~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
What Issues Should You Consider Before the End of the Year?
Wrapping up your financial year helps you prepare for the next one. Use this checklist as you go through your financial plan.
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![What Issues Should You Consider When Dealing with High Inflation?](https://static.wixstatic.com/media/6702b3_268b2fa82a074137b84bf83f2cce2d77~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_268b2fa82a074137b84bf83f2cce2d77~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
What Issues Should You Consider When Dealing with High Inflation?
Inflation has impacted us all. Use this checklist to help deal with the increase in your cost of living.
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![What Should You Consider when Reviewing Your Beneficiaries?](https://static.wixstatic.com/media/6702b3_a20de03b15d14bd99fa9dcea7c85ba05~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_a20de03b15d14bd99fa9dcea7c85ba05~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
What Should You Consider when Reviewing Your Beneficiaries?
Having the correct beneficiaries ensures that your money is distributed the way you wish. Use this checklist to keep them up -to-date.
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![Should you Pay Off Debt(s)](https://static.wixstatic.com/media/6702b3_943fb01ef7934fd6bb0db7fbaa2f161b~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_943fb01ef7934fd6bb0db7fbaa2f161b~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
Should you Pay Off Debt(s)
Once you have funded your emergency fund, consider getting rid of non-mortgage debt with this flowchart.
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![Are You Eligible for Social Security Benefits as a Spouse?](https://static.wixstatic.com/media/6702b3_f102544e064c4586bc67ddf8a6ad549d~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_f102544e064c4586bc67ddf8a6ad549d~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
Are You Eligible for Social Security Benefits as a Spouse?
Depending on your earnings history, you may be better off taking a spousal benefit. This flowchart can help you determine the next steps.
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![Can You Make a Deductible Contribution to Your HSA?](https://static.wixstatic.com/media/6702b3_48f6384a625e4470a3e2a1b440dd1f54~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_48f6384a625e4470a3e2a1b440dd1f54~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
Can You Make a Deductible Contribution to Your HSA?
An HSA can be a good addition to your plan, but you must be eligible. This flowchart can help you determine your eligibilty.
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![Welcome to Financial Wellness Planning, LLC.](https://static.wixstatic.com/media/6702b3_99ae7b7795304d0e92b21f7c78c209dc~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_99ae7b7795304d0e92b21f7c78c209dc~mv2.webp)
Derick Coffey
Jan 1, 20247 min read
Welcome to Financial Wellness Planning, LLC.
My name is Derick Coffey and since the age of 12, money has always been my passion. The idea of making money, having money, and growing...
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![How will Your Healthcare Change as You Transition to Retirement?](https://static.wixstatic.com/media/6702b3_7feffcb8a08c4fb79a2b751d8c1d60d2~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_7feffcb8a08c4fb79a2b751d8c1d60d2~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
How will Your Healthcare Change as You Transition to Retirement?
Depending on when you retire, your healthcare situation may change. Ust this flowchart to guide your through the transition.
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![Things to Consider if Your Spouse Passes Away](https://static.wixstatic.com/media/6702b3_ac3101acbb72431c9fb08d5d89032de8~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_ac3101acbb72431c9fb08d5d89032de8~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
Things to Consider if Your Spouse Passes Away
Unfortunately, we will all deal with this at some point. Having your affairs in order beforehand can alleviate a lot of stress.
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![Are you Eligible for Social Security Benefits if You have been Divorced?](https://static.wixstatic.com/media/6702b3_df8567f0ad234eceaf8c953676af08b0~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/6702b3_df8567f0ad234eceaf8c953676af08b0~mv2.webp)
Derick Coffey
Jan 1, 20241 min read
Are you Eligible for Social Security Benefits if You have been Divorced?
Once you are divorced, you should consider any effects on your Social Security benefit. This flowchart can help you through this process.
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