Financial Guides & Checklists - $25 per guide

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Financial guides, checklists & flowcharts.


With over 130 different financial checklists, flowcharts, and reference guides, there are a lot of choices.


$25 per guide.


All guides are for General Education Information Only - Not Intended to be Personal Financial Advice


Working / Accumulation Phase:

  1. -   What Issues Should I Consider With My Employer-Provided Benefits?
  2. -   Common Pension Plans For Small Business Owners
  3. -   Common Retirement Plans For Small Business Owners
  4. -   What Issues Should I Consider Regarding My Restricted Stock Units?
  5. -   Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business?
  6. -   What Issues Should I Consider Regarding My Incentive Stock Options?
  7. -   What Issues Should I Consider Regarding My Non-Qualified Stock Options?
  8. -   What Issues Should I Consider When Starting A Business?
  9. -   Should I Set Up A Traditional 401(k) For My Business?
  10. -   Can I Do A Net Unrealized Appreciation (NUA) Distribution?
  11. -   Can I Make A Deductible Contribution To My HSA?
  12. -   Can I Make A Mega Backdoor Roth Contribution?
  13. -   Can I Contribute To My Roth IRA?
  14. -   Can I Make A Backdoor Roth IRA Contribution?


Retirement / Decumulation:

  1. -   What Issues Should I Consider When Reviewing My RMD?
  2. -   What Issues Should I Consider With My Social Security Retirement Benefits?
  3. -   Will The Distribution From My HSA Be Tax And Penalty-Free?
  4. -   Will My Social Security Benefits Be Reduced?
  5. -   Will A Distribution From My Traditional IRA Be Penalty-Free?
  6. -   Will A Distribution From My Roth IRA Be Tax & Penalty-Free?
  7. -   Should I Inherit My Deceased Spouse’s Traditional IRA?
  8. -   If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?
  9. -   Am I Eligible for Social Security Benefits As A Spouse?
  10. -   Am I Eligible For Social Security Benefits As A Surviving Spouse?
  11. -   Do I Qualify For Social Security Disability Benefits?


Tax Planning:

  1. -   Common Deductible Charitable Gifts
  2. -   What Issues Should I Consider When Doing A Section 1035 Exchange?
  3. -   What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?
  4. -   Can I Do A Section 1031 Exchange With My Rental Property?
  5. -   What Issues Should I Consider Before And After The TCJA Sunset Provision Occurs?
  6. -   TCJA Sunset Provision Comparison Guide
  7. -   What Documents Do I Need To Collect For Filing My 2023 Tax Return?
  8. -   Can I Make A 529-To-Roth IRA Transfer?
  9. -   AGI/MAGI Summary Guide
  10. -   Is My Rental Property Tax Deductible?
  11. -   What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?
  12. -   What Issues Should I Consider As A Business Owner Or 1099 Worker?
  13. -   What Will Have The Least Tax Impact: Harvesting Capital Gains Or Roth Conversions?
  14. -   Do I Need To Start Making Estimated Federal Income Tax Payments?
  15. -   Pay Stub Review
  16. -   Should I Contribute To My Roth 401(k)?
  17. -   Should I Consider Doing A Roth Conversion?
  18. -   Will I Have To Pay Tax On My Qualified ESPP?
  19. -   Should I Contribute To My Roth IRA Vs. My Traditional IRA?
  20. -   Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?
  21. -   Will I Receive A Step-Up In Basis For The Appreciated Property I Inherited?
  22. -   Will I Receive A Step-Up In Basis For This Gifted Property?
  23. -   Will My Roth IRA Conversion Be Penalty-Free?
  24. -   Will I Have To Pay Tax On The Sale Of My Investment?
  25. -   Is The Distribution From My 529 Plan Subject To Federal Income Tax?
  26. -   Important Numbers
  27. -   Can I Make A Deductible IRA Contribution?
  28. -   Can I Do A Qualified Charitable Distribution From My IRA?
  29. -   Am I Eligible For A Qualified Business Income (QBI) Deduction?


Insurance Planning:

  1. -   Common Life Insurance Policies
  2. -   What Issues Should I Consider When Reviewing My Existing Life Insurance Policy?
  3. -   What Issues Should I Consider When Purchasing Disability Insurance?
  4. -   What Issues Should I Consider When Purchasing A Life Insurance Policy?
  5. -   Does An Annuity Fit Within My Financial Plan?
  6. -   What Issues Should I Consider When Purchasing Long-Term Care Insurance?
  7. -   Should I Change My Medicare Coverage During Open Enrollment?
  8. -   What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
  9. -   What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies?
  10. -   Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
  11. -   Will Healthcare Change As I Transition Into Retirement?
  12. -   Will I Avoid Medicare Enrollment Penalties?
  13. -   Will I Be Enrolled Automatically In Medicare?
  14. -   Am I Eligible For Medicare Part A & Part B?


Estate Planning:

  1. -   How Must I Take Distributions From My Twice-Inherited Traditional IRA?
  2. -   What Issues Should I Consider When Creating My Estate Plan?
  3. -   What Issues Should I Consider When Reviewing My Beneficiaries?
  4. -   Should I Use A Donor Advised Fund (DAF) When Giving To Public Charities?
  5. -   What Issues Should I Consider When Reviewing My Estate Planning Documents?
  6. -   What Issues Should I Consider When Establishing My Charitable Giving Strategy?
  7. -   What Issues Should I Consider If I Experience A Sudden Wealth Event?
  8. -   What Issues Should I Consider Before Closing The Estate?
  9. -   What Issues Should I Consider Before I Update My Estate Plan?


Assets and Investment Planning:

  1.    Common Annuity Products
  2. -   What Issues Should I Consider When Using A Reverse Mortgage?
  3. -   What Issues Should I Consider When Reviewing My Existing Annuity?
  4. -   What Issues Should I Consider When Owning A Rental Property?
  5. -   Should I Pay Off My Mortgage?
  6. -   What Issues Should I Consider When Harvesting Capital Losses?
  7. -   Should I Consider Refinancing My Mortgage?
  8. -   What Issues Should I Consider When Reviewing My Investments?
  9. -   Should I Roll Over My Dormant Traditional 401(k)?
  10. -   Can I Avoid Taking My RMD After Reaching My Required Beginning Date (RBD)?


Real Estate Investor:


  1.  Can I Do A Section 1031 Exchange With My Rental Property?
  2.  Is My Rental Property Tax Deductible?
  3. What Issues Should I Consider When Owning A Rental Property?
  4. Do I Need To Start Making Estimated Federal Income Tax Payments?
  5. As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
  6. What Documents Do I Need To Keep On File?


Life Events:

  1. -   How Must I Take Distributions From The Traditional IRA I Inherited?
  2. -   What Issues Should I Consider When Selling My Home?
  3. -   What Issues Do I Need To Consider As My Child Becomes Independent?
  4. -   What Issues Should I Consider When Moving Out Of State?
  5. -   What Issues Should I Consider When Starting A New Job?
  6. -   What Issues Should I Consider If I Get A Promotion Or Raise At Work?
  7. -   What Issues Should I Consider When Having (Or Adopting) A Child?
  8. -   What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
  9. -   What Issues Should I Consider If My Spouse Passed Away?
  10. -   What Issues Should I Consider When Getting Married?
  11. -   What Issues Should I Consider When Buying A Home?
  12. -   What Issues Should I Consider Before I Retire?
  13. -   What Issues Should I Consider If My Parent Passed Away?
  14. -   What Issues Should I Consider During My Divorce?
  15. -   What Issues Should I Consider If I Lose My Job?
  16. -   What Issues Should I Consider For My Aging Parents?
  17. -   Am I Eligible For Social Security Benefits If I Have Been Divorced?


General:

  1. -   What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
  2. -   Where Should My Next Dollar Go?
  3. -   Internal Client Service Calendar
  4. -   What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0?
  5. -   Should I Pay Off My Debt(s)?
  6. -   What Issues Should I Consider When Dealing With High Inflation?
  7. -   Should I Lease Or Buy My Next Automobile?
  8. -   What Issues Should I Consider When Funding An Unexpected Expense?
  9. -   What Issues Should I Consider At The Start Of The Year?
  10. -   What Issues Should I Consider When Reviewing Cash Flow?
  11. -   What Issues Should I Consider For My Child With Special Needs?
  12. -   What Issues Should I Consider When Starting Out Financially?
  13. -   Master List Of Goals
  14. -   Important Milestones
  15. -   Important Dates
  16. -   Should I Take My Pension As A Lump Sum?
  17. -   What Issues Should I Consider When Paying Off My Student Loans?
  18. -   Am I Eligible For An IDR Plan For My Federal Student Loans?
  19. -   Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?
  20. -   What Accounts Should I Consider If I Want To Save More?
  21. -   What Issues Should I Consider During A Recession Or Market Correction?
  22. -   Issues To Consider As A New Client
  23. -   What Issues Should I Consider To Fund My Child’s College Education?
  24. -   Issues To Consider In Client Annual Review Meeting
  25. -   What Documents Do I Need To Keep On File?
  26. -   What Issues Should I Consider Before The End Of The Year?
  27. -   As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
  28. -   As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?


$25 per guide.


All guides are for General Education Information Only - Not Intended to be Personal Financial Advice

​Disclosures Disclaimer  Privacy Policy  ADV
Dawn Mabery Chestnut is a CERTIFIED FINANCIAL PLANNER™ and a Fee-Only Investment Advisor registered with the District of Columbia, Maryland, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at (202) 670-6659 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from Mabery Consulting with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, https://www.maberyconsulting.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
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