Jose V. Sanchez, CFP® Flat-Fee Albuquerque, NM

Jose V. Sanchez, CFP® Flat-Fee Albuquerque, NMJose V. Sanchez, CFP® Flat-Fee Albuquerque, NMJose V. Sanchez, CFP® Flat-Fee Albuquerque, NM

Jose V. Sanchez, CFP® Flat-Fee Albuquerque, NM

Jose V. Sanchez, CFP® Flat-Fee Albuquerque, NMJose V. Sanchez, CFP® Flat-Fee Albuquerque, NMJose V. Sanchez, CFP® Flat-Fee Albuquerque, NM
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Top Requested Checklists

Referenced in the Podcast

Important-Numbers-2022 (2) (pdf)

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Important-Numbers-2023 (3) (pdf)

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What-Issues-Should-I-Consider-When-Reviewing-My-Estate-Planning-Documents-2023 (pdf)

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What-Issues-Should-I-Consider-Before-I-Retire-2023 (pdf)

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Important-Milestones-2023 (pdf)

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Important-Dates-2023 (pdf)

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What-Issues-Should-I-Consider-With-My-Social-Security-Retirement-Benefits-2023 (pdf)

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What-Documents-Do-I-Need-To-Keep-On-File-2023 (pdf)

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What-Issues-Should-I-Consider-When-Buying-A-Home-2023 (pdf)

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What-Issues-Should-I-Consider-When-Purchasing-Long-Term-Care-Insurance-2023 (pdf)

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What-Issues-Should-I-Consider-For-My-Aging-Parents-2023 (pdf)

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What-Issues-Should-I-Consider-If-My-Spouse-Has-Been-Diagnosed-With-A-Terminal-Illness-2023 (pdf)

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What-Issues-Should-I-Consider-With-My-Social-Security-Retirement-Benefits-2023 (pdf)

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What-Accounts-Should-I-Consider-If-I-Want-To-Save-More-2023 (pdf)

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What-Issues-Should-I-Consider-During-My-Divorce-2023 (pdf)

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Sample View of our Flowcharts & Checklist

2023 Important Numbers

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Top Requested Flow Charts

Should-I-Pay-Off-My-Mortgage-2023 (pdf)

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Am-I-Eligible-For-An-IDR-Plan-For-My-Federal-Student-Loans-2023 (pdf)

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Will-Healthcare-Change-As-I-Transition-Into-Retirement-2023 (pdf)

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Should-I-Change-My-Medicare-Coverage-During-Open-Enrollment-2023 (pdf)

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If-I-Retire-Early-Should-I-Buy-Health-Insurance-Through-The-Health-Insurance-Marketplace-2023 (pdf)

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Am-I-Eligible-For-Social-Security-Benefits-As-A-Surviving-Spouse-2023 (pdf)

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Will-A-Distribution-From-My-Roth-IRA-Be-Tax-And-Penalty-Free-2023 (pdf)

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What-Will-Have-The-Least-Tax-Impact-Harvesting-Capital-Gains-Or-Roth-Conversions-2023 (pdf)

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Should-I-Establish-A-SEP-IRA-Or-A-SIMPLE-IRA-Plan-For-My-Small-Business-2023 (pdf)

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Can-I-Make-A-Backdoor-Roth-IRA-Contribution-2023 (pdf)

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Can-I-Make-A-Deductible-IRA-Contribution-2023 (pdf)

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Can-I-Make-A-Mega-Backdoor-Roth-Contribution-2023 (pdf)

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Will-I-Avoid-Medicare-Enrollment-Penalties-2023 (pdf)

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Can-I-Contribute-To-My-Roth-IRA-2023 (pdf)

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Can-I-Make-A-Deductible-Contribution-To-My-HSA-2023 (pdf)

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PDF Sample View of our Flowcharts

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Retirement Wealth Guidance LLC may transact business only in states in which it is registered.  

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Retirement Wealth Guidance LLC or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.

All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. 

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