These are questions that families I work with frequently ask about. I hope you find them useful!
Important Numbers for 2026 (pdf)
DownloadWhere Should My Next Dollar Go? (pdf)
DownloadShould I Contribute to My Roth-401k? (pdf)
DownloadShould I Pay Off My Mortgage? (pdf)
DownloadShould I Refinance My Mortgage? (pdf)
DownloadWhat Documents Do I Need to Keep? (pdf)
DownloadShould I Roll Over MY Old 401k? (pdf)
DownloadRequired Minimum Distributions (pdf)
DownloadCommon Elements of an Estate Plan (pdf)
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FSFP does not provide tax/legal advice and any recommendations should not be considered as such. You should always consult your tax/legal advisor regarding your own specific situation.