Plan affordable charitable gifts, verify the charity and payment route, and keep records before checking the tax...
AFT Guides
Identify each student loan’s type and relevant disbursement dates.
Set an education-savings goal and contribution the household can sustain. Compare 529 plan costs, flexibility and qualified-use...
Identify who could act for you and what should happen to your property.
Start an insurance review with losses your household could struggle to absorb. Inventory existing policies, limits, exclusions...
Separate long-term custodial care from ordinary medical coverage. Compare covered services, benefit limits and premiums you can...
Identify the tax year before using limits, estimates or deadlines.
Distinguish health FSAs from dependent-care arrangements. Choose an election from eligible expenses and the employer plan’s deadlines.
Check HSA eligibility and coverage dates before choosing contributions. Count relevant employer contributions and verify the applicable...
Identify the annuity contract and the specific problem it should solve. Compare payout promises with costs, surrender...