Enrollment in Medicare is not always guaranteed. This flowchart can help you determine if you will be automatically enrolled.

Is a Traditional 401(k) right for your business?

Do not miss your enrollment deadline. If you do, you could be subject to penalties for the rest of your life.

If you spouse passes away, you may be entitled to their benefit. Use this flowchart to help determine your eligibility.

As your parents age their stress becomes your stress. This checklist can you prepare for your parents getting older.

Protect yourself from medical emergencies and untimely death. Use this checklist to make sure you are covered appropriately.

Preparing for end-of-life is stressful. Knowing what to do next is never clear cut. This checklist can help you get your affairs in order.

Losing your job unexpectedly will throw off any financial plan that you have. Use this checklist to guide you through your transition.

Depending on the type of business you own, and the number of employees you have, a SEP or SIMPLE may be the best option.

Changing Medicare coverage can make sense for some people. This flowchart can help you determine if you are one of them.

Protecting yourself from liability and property loss is the purpose of these insurance types. Use this checklist to ensure your are insured.

Divorce throws all your plans out the window, and you must start over again, by yourself. Use this checklist as a guide to start over.

Having a child is exciting but comes with its own challenges. Ask yourself these questions as you begin preparing for your new addition.

LTC can be a useful hedge against healthcare costs in retirement. This checklist can help you work through what you need.

Promotions and raises can create complexity in your planning, even though it is good. Ask yourself these questions as your situation changes

The tiny details are what can derail your retirement. As you prepare to retire, work through this checklist of things to consider.

Upgrading your living situation is exciting, but you need to be prepared. Use this checklist to help prepare yourself for your new home.

The task of combining two financial situations can be forgotten in the excitement of getting married. Use this checklist to prepare.

Annuities have their place in retirement planning. This checklist can help you determine if one is right for you.

Preparing yourself for potential stressors that come with a career change is a good idea. This flowchart can be a good starting point.